ISHARES TR

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

Upper Left Wealth Management, LLC's Holding History (CIK: 0001911228)

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

Q4 2025
Shares 14,254 Value ($000) $1,338 Avg Close — Range —
Q3 2025
Shares 14,294 Value ($000) $1,388 Avg Close — Range —
Q2 2025
Shares 14,304 Value ($000) $1,356 Avg Close — Range —
Q1 2025
Shares 11,579 Value ($000) $1,109 Avg Close — Range —
Q4 2024
Shares 11,766 Value ($000) $1,095 Avg Close — Range —
Q3 2024
Shares 12,093 Value ($000) $1,204 Avg Close — Range —
Q2 2024
Shares 12,457 Value ($000) $1,093 Avg Close — Range —
Q1 2024
Shares 11,700 Value ($000) $1,052 Avg Close — Range —
Q4 2023
Shares 13,492 Value ($000) $1,233 Avg Close — Range —
Q3 2023
Shares 11,807 Value ($000) $923 Avg Close — Range —
Q2 2023
Shares 11,957 Value ($000) $1,035 Avg Close — Range —
Q1 2023
Shares 12,042 Value ($000) $1,022 Avg Close — Range —
Q4 2022
Shares 12,869 Value ($000) $1,083 Avg Close — Range —
Q3 2022
Shares 13,027 Value ($000) $1,083 Avg Close — Range —
Q2 2022
Shares 15,242 Value ($000) $1,321 Avg Close — Range —
Q1 2022
Shares 15,637 Value ($000) $1,617 Avg Close — Range —
Q4 2021
Shares 14,846 Value ($000) $1,724 Avg Close — Range —