ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 11,517 Value ($000) $1,484 Avg Close — Range —
Q3 2025
Shares 4,417 Value ($000) $556 Avg Close — Range —
Q2 2025
Shares 3,904 Value ($000) $453 Avg Close — Range —
Q1 2025
Shares 3,001 Value ($000) $307 Avg Close — Range —
Q4 2024
Shares 2,429 Value ($000) $268 Avg Close — Range —
Q3 2024
Shares 2,223 Value ($000) $242 Avg Close — Range —
Q2 2024
Shares 2,137 Value ($000) $222 Avg Close — Range —
Q1 2024
Shares 2,136 Value ($000) $215 Avg Close — Range —