ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

TRITONPOINT WEALTH, LLC's Holding History (CIK: 0002008171)

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

Q4 2025
Shares 2,090 Value ($000) $269 Avg Close — Range —
Q3 2025
Shares 2,090 Value ($000) $263 Avg Close — Range —
Q2 2025
Shares 2,090 Value ($000) $243 Avg Close — Range —
Q1 2025
Shares 2,090 Value ($000) $214 Avg Close — Range —
Q4 2024
Shares 2,090 Value ($000) $230 Avg Close — Range —
Q3 2024
Shares 2,090 Value ($000) $227 Avg Close — Range —