ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Farther Finance Advisors, LLC's Holding History (CIK: 0001992825)

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

Q4 2025
Shares 15,050 Value ($000) $1,939 Avg Close — Range —
Q3 2025
Shares 14,136 Value ($000) $1,780 Avg Close — Range —
Q2 2025
Shares 12,726 Value ($000) $1,478 Avg Close — Range —
Q1 2025
Shares 12,640 Value ($000) $1,301 Avg Close — Range —
Q4 2024
Shares 9,335 Value ($000) $1,029 Avg Close — Range —
Q3 2024
Shares 11,320 Value ($000) $1,231 Avg Close — Range —
Q2 2024
Shares 10,216 Value ($000) $1,062 Avg Close — Range —
Q1 2024
Shares 9,277 Value ($000) $935 Avg Close — Range —
Q4 2023
Shares 9,297 Value ($000) $846 Avg Close — Range —
Q3 2023
Shares 7,645 Value ($000) $622 Avg Close — Range —
Q2 2023
Shares 7,740 Value ($000) $651 Avg Close — Range —
Q1 2023
Shares 7,946 Value ($000) $620 Avg Close — Range —
Q4 2022
Shares 18,497 Value ($000) $1,328 Avg Close — Range —