ISHARES TR

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

Peak Financial Management, Inc.'s Holding History (CIK: 0001669662)

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

Q4 2025
Shares 98,791 Value ($000) $5,627 Avg Close — Range —
Q3 2025
Shares 97,038 Value ($000) $5,698 Avg Close — Range —
Q2 2025
Shares 94,718 Value ($000) $5,357 Avg Close — Range —
Q1 2025
Shares 93,278 Value ($000) $5,373 Avg Close — Range —
Q4 2024
Shares 91,607 Value ($000) $5,250 Avg Close — Range —
Q3 2024
Shares 90,799 Value ($000) $5,591 Avg Close — Range —
Q2 2024
Shares 90,766 Value ($000) $4,861 Avg Close — Range —
Q1 2024
Shares 89,746 Value ($000) $4,828 Avg Close — Range —
Q4 2023
Shares 85,454 Value ($000) $4,639 Avg Close — Range —
Q3 2023
Shares 81,737 Value ($000) $3,856 Avg Close — Range —
Q2 2023
Shares 17,354 Value ($000) $892 Avg Close — Range —