ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Evergreen Private Wealth LLC's Holding History (CIK: 0002010098)

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

Q4 2025
Shares 1,220 Value ($000) $157 Avg Close — Range —
Q3 2025
Shares 1,355 Value ($000) $171 Avg Close — Range —
Q2 2025
Shares 1,355 Value ($000) $157 Avg Close — Range —
Q1 2025
Shares 1,355 Value ($000) $139 Avg Close — Range —
Q4 2024
Shares 1,358 Value ($000) $150 Avg Close — Range —
Q3 2024
Shares 1,358 Value ($000) $148 Avg Close — Range —
Q2 2024
Shares 1,358 Value ($000) $141 Avg Close — Range —
Q1 2024
Shares 1,364 Value ($000) $138 Avg Close — Range —
Q4 2023
Shares 1,118 Value ($000) $102 Avg Close — Range —