ISHARES TR

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

Investments & Financial Planning, LLC's Holding History (CIK: 0001909307)

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

Q3 2023
Shares 18,401 Value ($000) $1,438 Avg Close — Range —
Q2 2023
Shares 18,572 Value ($000) $1,607 Avg Close — Range —
Q1 2023
Shares 19,874 Value ($000) $1,687 Avg Close — Range —
Q4 2022
Shares 22,433 Value ($000) $1,889 Avg Close — Range —
Q2 2022
Shares 22,594 Value ($000) $2,078 Avg Close — Range —
Q1 2022
Shares 22,645 Value ($000) $2,451 Avg Close — Range —
Q4 2021
Shares 22,060 Value ($000) $2,297 Avg Close — Range —