ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

PANORAMIC INVESTMENT ADVISORS, LLC's Holding History (CIK: 0001967332)

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

Q4 2025
Shares 2,005 Value ($000) $258 Avg Close — Range —
Q3 2025
Shares 2,016 Value ($000) $254 Avg Close — Range —