ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

EVOLUTION WEALTH MANAGEMENT INC.'s Holding History (CIK: 0002010029)

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

Q4 2025
Shares 651 Value ($000) $84 Avg Close — Range —
Q3 2025
Shares 395 Value ($000) $50 Avg Close — Range —
Q2 2025
Shares 375 Value ($000) $44 Avg Close — Range —