ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Coordinated Financial Services, Inc.'s Holding History (CIK: 0002055532)

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

Q4 2025
Shares 3,994 Value ($000) $515 Avg Close — Range —
Q3 2025
Shares 3,994 Value ($000) $503 Avg Close — Range —
Q2 2025
Shares 3,956 Value ($000) $460 Avg Close — Range —
Q4 2024
Shares 3,956 Value ($000) $436 Avg Close — Range —