ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Compass Financial Group, Inc. (Ohio)'s Holding History (CIK: 0002115210)

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

Q4 2025
Shares 26,293 Value ($000) $3,387 Avg Close — Range —