ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Gen-Wealth Partners Inc's Holding History (CIK: 0002023375)

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

Q4 2025
Shares 2,784 Value ($000) $359 Avg Close — Range —
Q3 2025
Shares 3,022 Value ($000) $381 Avg Close — Range —
Q2 2025
Shares 2,956 Value ($000) $343 Avg Close — Range —
Q1 2025
Shares 3,059 Value ($000) $313 Avg Close — Range —
Q4 2024
Shares 3,179 Value ($000) $350 Avg Close — Range —
Q3 2024
Shares 3,918 Value ($000) $432 Avg Close — Range —
Q2 2024
Shares 3,610 Value ($000) $375 Avg Close — Range —
Q1 2024
Shares 3,507 Value ($000) $354 Avg Close — Range —