ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Cherry Tree Wealth Management, LLC's Holding History (CIK: 0001985414)

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

Q4 2025
Shares 96 Value ($000) $12 Avg Close — Range —
Q3 2025
Shares 96 Value ($000) $12 Avg Close — Range —
Q2 2025
Shares 96 Value ($000) $11 Avg Close — Range —
Q1 2025
Shares 96 Value ($000) $10 Avg Close — Range —
Q4 2024
Shares 1,034 Value ($000) $114 Avg Close — Range —
Q3 2024
Shares 1,350 Value ($000) $147 Avg Close — Range —
Q2 2024
Shares 1,350 Value ($000) $140 Avg Close — Range —
Q1 2024
Shares 1,350 Value ($000) $136 Avg Close — Range —
Q4 2023
Shares 1,350 Value ($000) $123 Avg Close — Range —
Q3 2023
Shares 1,324 Value ($000) $108 Avg Close — Range —
Q2 2023
Shares 1,324 Value ($000) $111 Avg Close — Range —