ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Ritter Daniher Financial Advisory LLC / DE's Holding History (CIK: 0001936603)

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

Q4 2025
Shares 2,500 Value ($000) $322 Avg Close — Range —
Q3 2025
Shares 2,500 Value ($000) $315 Avg Close — Range —
Q2 2025
Shares 2,500 Value ($000) $290 Avg Close — Range —
Q1 2025
Shares 3,000 Value ($000) $307 Avg Close — Range —
Q4 2024
Shares 3,000 Value ($000) $331 Avg Close — Range —
Q3 2024
Shares 3,000 Value ($000) $326 Avg Close — Range —
Q2 2024
Shares 3,000 Value ($000) $312 Avg Close — Range —
Q1 2024
Shares 3,000 Value ($000) $302 Avg Close — Range —
Q4 2023
Shares 3,000 Value ($000) $273 Avg Close — Range —
Q3 2023
Shares 3,000 Value ($000) $244 Avg Close — Range —
Q2 2023
Shares 3,000 Value ($000) $253 Avg Close — Range —
Q1 2023
Shares 3,000 Value ($000) $234 Avg Close — Range —
Q4 2022
Shares 3,000 Value ($000) $215 Avg Close — Range —
Q3 2022
Shares 3,000 Value ($000) $201 Avg Close — Range —
Q2 2022
Shares 3,000 Value ($000) $216 Avg Close — Range —