ISHARES TR

Ticker: USRT CUSIP: 464288521 Class: CRE U S REIT ETF

PDS Planning, Inc's Holding History (CIK: 0000838618)

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

Q4 2025

Shares 4,061 Value ($000) $231 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,061	$231	—	—