ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Basepoint Wealth LLC's Holding History (CIK: 0002088236)

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

Q4 2025
Shares 1,763 Value ($000) $227 Avg Close — Range —
Q3 2025
Shares 1,762 Value ($000) $222 Avg Close — Range —
Q2 2025
Shares 1,761 Value ($000) $205 Avg Close — Range —