ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

RCS Financial Planning, LLC's Holding History (CIK: 0001963347)

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

Q4 2025
Shares 6,118 Value ($000) $788 Avg Close — Range —
Q3 2025
Shares 4,286 Value ($000) $540 Avg Close — Range —