ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Financial Life Planners's Holding History (CIK: 0002053368)

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

Q3 2025
Shares 299 Value ($000) $38 Avg Close — Range —
Q4 2024
Shares 348 Value ($000) $38 Avg Close — Range —