ISHARES TR

Ticker: IYR CUSIP: 464287739 Class: U.S. REAL ES ETF

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

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

Q4 2025
Shares 6,849 Value ($000) $643 Avg Close — Range —
Q3 2025
Shares 6,888 Value ($000) $669 Avg Close — Range —
Q2 2025
Shares 6,946 Value ($000) $658 Avg Close — Range —
Q1 2025
Shares 7,699 Value ($000) $737 Avg Close — Range —
Q4 2024
Shares 8,232 Value ($000) $766 Avg Close — Range —
Q3 2024
Shares 8,468 Value ($000) $863 Avg Close — Range —
Q2 2024
Shares 8,518 Value ($000) $747 Avg Close — Range —
Q1 2024
Shares 8,632 Value ($000) $776 Avg Close — Range —
Q4 2023
Shares 8,488 Value ($000) $776 Avg Close — Range —
Q3 2023
Shares 8,429 Value ($000) $659 Avg Close — Range —
Q2 2023
Shares 8,311 Value ($000) $719 Avg Close — Range —