ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

LifePlan Investment Advisors, Inc.'s Holding History (CIK: 0002045484)

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

Q4 2025
Shares 6,524 Value ($000) $840 Avg Close — Range —
Q3 2025
Shares 6,084 Value ($000) $766 Avg Close — Range —
Q2 2025
Shares 6,260 Value ($000) $727 Avg Close — Range —
Q1 2025
Shares 6,419 Value ($000) $657 Avg Close — Range —
Q4 2024
Shares 5,382 Value ($000) $593 Avg Close — Range —
Q3 2024
Shares 4,129 Value ($000) $449 Avg Close — Range —
Q2 2024
Shares 4,588 Value ($000) $476 Avg Close — Range —
Q1 2024
Shares 4,765 Value ($000) $480 Avg Close — Range —
Q4 2023
Shares 4,758 Value ($000) $433 Avg Close — Range —
Q3 2023
Shares 3,760 Value ($000) $306 Avg Close — Range —
Q2 2023
Shares 4,224 Value ($000) $356 Avg Close — Range —