ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

TRED AVON FAMILY WEALTH, LLC's Holding History (CIK: 0002094435)

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

Q4 2025
Shares 7,949 Value ($000) $1,024 Avg Close — Range —
Q3 2025
Shares 7,949 Value ($000) $1,001 Avg Close — Range —