ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Abacus Wealth Partners, LLC's Holding History (CIK: 0001978011)

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

Q1 2023
Shares 4,628 Value ($000) $360 Avg Close — Range —
Q4 2022
Shares 4,353 Value ($000) $312 Avg Close — Range —
Q3 2022
Shares 4,353 Value ($000) $292 Avg Close — Range —
Q2 2022
Shares 4,353 Value ($000) $313 Avg Close — Range —
Q1 2022
Shares 4,353 Value ($000) $377 Avg Close — Range —
Q4 2021
Shares 4,348 Value ($000) $404 Avg Close — Range —
Q3 2021
Shares 2,419 Value ($000) $201 Avg Close — Range —
Q2 2021
Shares 2,419 Value ($000) $200 Avg Close — Range —