ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Wealth Advisory Team LLC's Holding History (CIK: 0002039196)

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

Q4 2025
Shares 9,586 Value ($000) $1,235 Avg Close — Range —
Q2 2025
Shares 9,724 Value ($000) $1,130 Avg Close — Range —