ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Diversify Advisory Services, LLC's Holding History (CIK: 0002021232)

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

Q4 2025
Shares 3,644 Value ($000) $477 Avg Close — Range —
Q3 2025
Shares 4,082 Value ($000) $531 Avg Close — Range —
Q2 2025
Shares 5,296 Value ($000) $643 Avg Close — Range —
Q1 2025
Shares 8,885 Value ($000) $904 Avg Close — Range —
Q4 2024
Shares 11,241 Value ($000) $1,227 Avg Close — Range —
Q3 2024
Shares 15,815 Value ($000) $1,745 Avg Close — Range —
Q2 2024
Shares 17,527 Value ($000) $1,859 Avg Close — Range —
Q1 2024
Shares 17,819 Value ($000) $1,795 Avg Close — Range —