ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Finley Financial, LLC's Holding History (CIK: 0002047823)

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

Q4 2025
Shares 5,290 Value ($000) $682 Avg Close — Range —
Q3 2025
Shares 5,290 Value ($000) $666 Avg Close — Range —
Q2 2025
Shares 5,290 Value ($000) $614 Avg Close — Range —
Q1 2025
Shares 5,290 Value ($000) $538 Avg Close — Range —
Q4 2024
Shares 5,290 Value ($000) $591 Avg Close — Range —