ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

CONSCIOUS WEALTH INVESTMENTS, LLC's Holding History (CIK: 0002011014)

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

Q4 2025
Shares 21,202 Value ($000) $2,690 Avg Close — Range —
Q3 2025
Shares 20,930 Value ($000) $2,716 Avg Close — Range —
Q2 2025
Shares 20,586 Value ($000) $2,484 Avg Close — Range —
Q1 2025
Shares 20,271 Value ($000) $2,129 Avg Close — Range —
Q4 2024
Shares 18,875 Value ($000) $2,129 Avg Close — Range —
Q3 2024
Shares 16,579 Value ($000) $1,813 Avg Close — Range —
Q2 2024
Shares 16,812 Value ($000) $1,777 Avg Close — Range —
Q1 2024
Shares 16,351 Value ($000) $1,574 Avg Close — Range —
Q4 2023
Shares 15,082 Value ($000) $1,416 Avg Close — Range —