ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Harbor Asset Planning, Inc.'s Holding History (CIK: 0002077050)

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

Q4 2025
Shares 5,663 Value ($000) $730 Avg Close — Range —
Q3 2025
Shares 5,648 Value ($000) $711 Avg Close — Range —
Q2 2025
Shares 5,979 Value ($000) $694 Avg Close — Range —