ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

West Wealth Group, LLC's Holding History (CIK: 0001923591)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,750 Value ($000) $483 Avg Close — Range —
Q3 2025
Shares 3,765 Value ($000) $473 Avg Close — Range —
Q2 2025
Shares 3,756 Value ($000) $450 Avg Close — Range —
Q1 2025
Shares 3,781 Value ($000) $389 Avg Close — Range —
Q4 2024
Shares 5,052 Value ($000) $557 Avg Close — Range —
Q3 2024
Shares 5,187 Value ($000) $564 Avg Close — Range —
Q2 2024
Shares 5,356 Value ($000) $556 Avg Close — Range —
Q1 2024
Shares 5,498 Value ($000) $554 Avg Close — Range —
Q4 2023
Shares 5,772 Value ($000) $526 Avg Close — Range —
Q3 2023
Shares 4,744 Value ($000) $386 Avg Close — Range —
Q2 2023
Shares 4,819 Value ($000) $406 Avg Close — Range —
Q1 2023
Shares 4,791 Value ($000) $374 Avg Close — Range —
Q4 2022
Shares 6,159 Value ($000) $442 Avg Close — Range —
Q3 2022
Shares 6,263 Value ($000) $419 Avg Close — Range —
Q2 2022
Shares 6,027 Value ($000) $433 Avg Close — Range —
Q1 2022
Shares 5,160 Value ($000) $447 Avg Close — Range —
Q4 2021
Shares 6,470 Value ($000) $601 Avg Close — Range —