ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

SAGESPRING WEALTH PARTNERS, LLC's Holding History (CIK: 0002056425)

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

Q4 2025
Shares 10,100 Value ($000) $1,301 Avg Close — Range —
Q3 2025
Shares 9,165 Value ($000) $1,154 Avg Close — Range —
Q2 2025
Shares 8,471 Value ($000) $984 Avg Close — Range —
Q1 2025
Shares 7,837 Value ($000) $803 Avg Close — Range —
Q4 2024
Shares 7,270 Value ($000) $801 Avg Close — Range —