ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

LWM ADVISORS INC's Holding History (CIK: 0002067328)

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

Q4 2025
Shares 4,352 Value ($000) $561 Avg Close — Range —
Q3 2025
Shares 4,352 Value ($000) $548 Avg Close — Range —
Q2 2025
Shares 4,425 Value ($000) $514 Avg Close — Range —
Q1 2025
Shares 4,425 Value ($000) $465 Avg Close — Range —
Q4 2024
Shares 4,425 Value ($000) $488 Avg Close — Range —