ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

SOFI WEALTH, LLC's Holding History (CIK: 0001925582)

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

Q4 2025
Shares 34,308 Value ($000) $4,420 Avg Close — Range —
Q3 2025
Shares 27,616 Value ($000) $3,478 Avg Close — Range —
Q2 2025
Shares 19,886 Value ($000) $2,310 Avg Close — Range —
Q1 2025
Shares 12,023 Value ($000) $1,231 Avg Close — Range —
Q4 2024
Shares 1,604 Value ($000) $177 Avg Close — Range —