ISHARES TR

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

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025
Shares 5,100 Value ($000) $479 Avg Close — Range —
Q3 2025
Shares 5,100 Value ($000) $495 Avg Close — Range —
Q2 2025
Shares 5,100 Value ($000) $483 Avg Close — Range —
Q1 2025
Shares 4,400 Value ($000) $421 Avg Close — Range —
Q4 2024
Shares 4,400 Value ($000) $409 Avg Close — Range —
Q3 2024
Shares 4,400 Value ($000) $448 Avg Close — Range —
Q2 2024
Shares 4,400 Value ($000) $386 Avg Close — Range —
Q1 2024
Shares 6,000 Value ($000) $539 Avg Close — Range —
Q4 2023
Shares 7,000 Value ($000) $640 Avg Close — Range —
Q3 2023
Shares 7,000 Value ($000) $547 Avg Close — Range —