ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Gateway Wealth Partners, LLC's Holding History (CIK: 0001966037)

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

Q4 2025
Shares 4,937 Value ($000) $636 Avg Close — Range —
Q3 2025
Shares 4,488 Value ($000) $565 Avg Close — Range —
Q2 2025
Shares 2,592 Value ($000) $301 Avg Close — Range —
Q1 2025
Shares 2,558 Value ($000) $262 Avg Close — Range —
Q4 2024
Shares 2,226 Value ($000) $245 Avg Close — Range —
Q3 2024
Shares 2,669 Value ($000) $290 Avg Close — Range —
Q2 2024
Shares 2,946 Value ($000) $306 Avg Close — Range —
Q1 2024
Shares 2,650 Value ($000) $267 Avg Close — Range —
Q4 2023
Shares 2,847 Value ($000) $259 Avg Close — Range —
Q3 2023
Shares 2,488 Value ($000) $203 Avg Close — Range —