ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Goldstein Advisors, LLC's Holding History (CIK: 0001963807)

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

Q4 2025
Shares 2,963 Value ($000) $382 Avg Close Range
Q3 2025
Shares 2,982 Value ($000) $376 Avg Close Range
Q2 2025
Shares 3,052 Value ($000) $355 Avg Close Range
Q1 2025
Shares 3,055 Value ($000) $313 Avg Close Range
Q4 2024
Shares 3,022 Value ($000) $333 Avg Close Range
Q3 2024
Shares 3,092 Value ($000) $336 Avg Close Range
Q2 2024
Shares 3,137 Value ($000) $326 Avg Close Range
Q1 2024
Shares 3,167 Value ($000) $319 Avg Close Range
Q4 2023
Shares 3,196 Value ($000) $291 Avg Close Range
Q3 2023
Shares 3,522 Value ($000) $287 Avg Close Range
Q2 2023
Shares 3,587 Value ($000) $302 Avg Close Range
Q1 2023
Shares 3,361 Value ($000) $262 Avg Close Range
Q4 2022
Shares 2,957 Value ($000) $212 Avg Close Range