ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Lifelong Wealth Advisors, Inc.'s Holding History (CIK: 0002051717)

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

Q4 2025
Shares 6,140 Value ($000) $791 Avg Close — Range —
Q3 2025
Shares 4,969 Value ($000) $626 Avg Close — Range —
Q2 2025
Shares 5,102 Value ($000) $593 Avg Close — Range —
Q1 2025
Shares 5,092 Value ($000) $521 Avg Close — Range —
Q4 2024
Shares 4,325 Value ($000) $477 Avg Close — Range —