ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Savvy Advisors, Inc.'s Holding History (CIK: 0002003633)

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

Q4 2025
Shares 11,543 Value ($000) $1,487 Avg Close — Range —
Q3 2025
Shares 6,790 Value ($000) $855 Avg Close — Range —
Q2 2025
Shares 6,854 Value ($000) $796 Avg Close — Range —
Q1 2025
Shares 6,517 Value ($000) $667 Avg Close — Range —
Q4 2024
Shares 6,746 Value ($000) $744 Avg Close — Range —
Q3 2024
Shares 3,412 Value ($000) $371 Avg Close — Range —
Q2 2024
Shares 3,300 Value ($000) $343 Avg Close — Range —