ISHARES TR

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

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 4,386 Value ($000) $412 Avg Close — Range —
Q3 2025
Shares 3,917 Value ($000) $380 Avg Close — Range —
Q2 2025
Shares 3,709 Value ($000) $352 Avg Close — Range —