ISHARES TR

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

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q1 2022
Shares 950 Value ($000) $103 Avg Close — Range —
Q4 2021
Shares 950 Value ($000) $110 Avg Close — Range —
Q3 2021
Shares 950 Value ($000) $97 Avg Close — Range —
Q2 2021
Shares 950 Value ($000) $97 Avg Close — Range —
Q1 2021
Shares 950 Value ($000) $87 Avg Close — Range —
Q4 2020
Shares 950 Value ($000) $81 Avg Close — Range —
Q3 2020
Shares 950 Value ($000) $76 Avg Close — Range —
Q2 2020
Shares 2,401 Value ($000) $189 Avg Close — Range —
Q1 2020
Shares 3,601 Value ($000) $251 Avg Close — Range —
Q4 2019
Shares 3,601 Value ($000) $335 Avg Close — Range —