ISHARES TR

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

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 2,870 Value ($000) $269 Avg Close — Range —
Q3 2025
Shares 2,931 Value ($000) $285 Avg Close — Range —
Q2 2025
Shares 2,930 Value ($000) $278 Avg Close — Range —
Q1 2025
Shares 2,940 Value ($000) $282 Avg Close — Range —
Q4 2024
Shares 2,940 Value ($000) $274 Avg Close — Range —
Q3 2024
Shares 2,989 Value ($000) $305 Avg Close — Range —
Q2 2024
Shares 2,989 Value ($000) $262 Avg Close — Range —
Q1 2024
Shares 3,506 Value ($000) $315 Avg Close — Range —
Q4 2023
Shares 3,506 Value ($000) $320 Avg Close — Range —
Q3 2023
Shares 3,479 Value ($000) $272 Avg Close — Range —
Q2 2023
Shares 3,613 Value ($000) $313 Avg Close — Range —
Q1 2023
Shares 3,681 Value ($000) $313 Avg Close — Range —
Q4 2022
Shares 3,691 Value ($000) $311 Avg Close — Range —
Q3 2022
Shares 3,654 Value ($000) $298 Avg Close — Range —
Q2 2022
Shares 3,652 Value ($000) $336 Avg Close — Range —
Q1 2022
Shares 4,445 Value ($000) $481 Avg Close — Range —
Q4 2021
Shares 4,520 Value ($000) $525 Avg Close — Range —
Q3 2021
Shares 4,681 Value ($000) $479 Avg Close — Range —
Q2 2021
Shares 4,681 Value ($000) $477 Avg Close — Range —
Q1 2021
Shares 4,680 Value ($000) $430 Avg Close — Range —
Q4 2020
Shares 4,680 Value ($000) $401 Avg Close — Range —