ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

WEALTHGARDEN F.S. LLC's Holding History (CIK: 0002023633)

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

Q4 2025
Shares 3,579 Value ($000) $471 Avg Close — Range —
Q3 2025
Shares 3,840 Value ($000) $487 Avg Close — Range —
Q2 2025
Shares 3,892 Value ($000) $466 Avg Close — Range —
Q1 2025
Shares 4,083 Value ($000) $418 Avg Close — Range —
Q4 2024
Shares 3,813 Value ($000) $420 Avg Close — Range —
Q3 2024
Shares 3,932 Value ($000) $428 Avg Close — Range —
Q2 2024
Shares 4,059 Value ($000) $422 Avg Close — Range —