ISHARES TR

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

Capstone Financial Advisors, Inc.'s Holding History (CIK: 0001599217)

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

Q4 2025
Shares 4,111 Value ($000) $234 Avg Close — Range —
Q3 2025
Shares 4,043 Value ($000) $237 Avg Close — Range —