ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Oregon Pacific Wealth Management, LLC's Holding History (CIK: 0002043757)

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

Q4 2025
Shares 4,209 Value ($000) $542 Avg Close — Range —
Q3 2025
Shares 5,507 Value ($000) $694 Avg Close — Range —
Q2 2025
Shares 5,717 Value ($000) $664 Avg Close — Range —
Q1 2025
Shares 5,749 Value ($000) $589 Avg Close — Range —
Q4 2024
Shares 5,561 Value ($000) $613 Avg Close — Range —