ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Brown Financial Advisors's Holding History (CIK: 0002035548)

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

Q4 2025
Shares 2,300 Value ($000) $296 Avg Close — Range —
Q3 2025
Shares 2,300 Value ($000) $290 Avg Close — Range —
Q2 2025
Shares 2,300 Value ($000) $267 Avg Close — Range —
Q1 2025
Shares 2,300 Value ($000) $236 Avg Close — Range —
Q4 2024
Shares 2,262 Value ($000) $249 Avg Close — Range —
Q3 2024
Shares 2,262 Value ($000) $246 Avg Close — Range —
Q2 2024
Shares 2,262 Value ($000) $235 Avg Close — Range —