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Clear Perspectives Financial Planning, LLC
> DSI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 03/31/2023 | iShares MSCI KLD 400 Social ETF | DSI | 7,626 | -8 | 594,765,000 | 594,254,000 | $77,991.74 |
| 09/30/2022 | iShares MSCI KLD 400 Social ETF | DSI | 7,634 | 0 | 511,000 | -38,000 | $66.94 |
| 06/30/2022 | iShares MSCI KLD 400 Social ETF | DSI | 7,634 | -7,610 | 549,000 | -771,000 | $71.92 |
| 03/31/2022 | iShares MSCI KLD 400 Social ETF | DSI | 15,244 | 384 | 1,320,000 | -61,000 | $86.59 |
| 12/31/2021 | iShares MSCI KLD 400 Social ETF | DSI | 14,860 | 1,925 | 1,381,000 | 305,000 | $92.93 |
| 09/30/2021 | iShares MSCI KLD 400 Social ETF | DSI | 12,935 | 1,281 | 1,076,000 | 186,000 | $83.19 |
| 06/30/2021 | iShares MSCI KLD 400 Social ETF | DSI | 12,810 | 1,156 | 1,061,000 | 171,000 | $82.83 |
| 03/31/2021 | iShares MSCI KLD 400 Social ETF | DSI | 11,654 | 11,654 | 890,000 | 890,000 | $76.37 |
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