ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Maia Wealth LLC's Holding History (CIK: 0002010858)

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

Q4 2025
Shares 4,090 Value ($000) $526 Avg Close Range
Q3 2025
Shares 8,149 Value ($000) $1,051 Avg Close Range
Q2 2025
Shares 7,896 Value ($000) $917 Avg Close Range
Q1 2025
Shares 7,891 Value ($000) $785 Avg Close Range
Q4 2024
Shares 8,487 Value ($000) $950 Avg Close Range
Q3 2024
Shares 8,329 Value ($000) $915 Avg Close Range
Q2 2024
Shares 8,418 Value ($000) $902 Avg Close Range
Q4 2023
Shares 7,402 Value ($000) $674 Avg Close Range