ISHARES TR

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

MPS Loria Financial Planners, LLC's Holding History (CIK: 0001716180)

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

Q4 2025
Shares 250,649 Value ($000) $14,277 Avg Close — Range —
Q3 2025
Shares 246,711 Value ($000) $14,487 Avg Close — Range —
Q2 2025
Shares 240,396 Value ($000) $13,597 Avg Close — Range —
Q1 2025
Shares 247,795 Value ($000) $14,273 Avg Close — Range —