ISHARES TR

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

Stamos Capital Partners, L.P.'s Holding History (CIK: 0001705399)

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

Q4 2025
Shares 54,092 Value ($000) $3,081 Avg Close — Range —
Q3 2025
Shares 31,383 Value ($000) $1,843 Avg Close — Range —
Q2 2025
Shares 49,180 Value ($000) $2,782 Avg Close — Range —
Q1 2025
Shares 30,009 Value ($000) $1,729 Avg Close — Range —
Q4 2024
Shares 35,090 Value ($000) $2,011 Avg Close — Range —
Q3 2024
Shares 20,180 Value ($000) $1,242 Avg Close — Range —
Q2 2024
Shares 23,790 Value ($000) $1,274 Avg Close — Range —
Q1 2024
Shares 23,260 Value ($000) $1,251 Avg Close — Range —
Q4 2023
Shares 26,580 Value ($000) $1,443 Avg Close — Range —
Q3 2023
Shares 31,900 Value ($000) $1,505 Avg Close — Range —
Q2 2023
Shares 30,150 Value ($000) $1,550 Avg Close — Range —
Q1 2023
Shares 6,100 Value ($000) $307 Avg Close — Range —