ISHARES TR

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

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 3,330 Value ($000) $190 Avg Close — Range —
Q3 2025
Shares 2,052 Value ($000) $120 Avg Close — Range —
Q2 2025
Shares 2,251 Value ($000) $127 Avg Close — Range —
Q4 2024
Shares 1,915 Value ($000) $110 Avg Close — Range —
Q3 2024
Shares 1,914 Value ($000) $118 Avg Close — Range —
Q2 2024
Shares 1,872 Value ($000) $100 Avg Close — Range —
Q1 2024
Shares 1,897 Value ($000) $102 Avg Close — Range —
Q4 2023
Shares 1,903 Value ($000) $102 Avg Close — Range —
Q3 2023
Shares 1,603 Value ($000) $74 Avg Close — Range —
Q2 2023
Shares 1,603 Value ($000) $82 Avg Close — Range —
Q1 2023
Shares 3,432 Value ($000) $171 Avg Close — Range —
Q4 2022
Shares 5 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 5 Value ($000) $0 Avg Close — Range —
Q2 2022
Shares 5 Value ($000) $0 Avg Close — Range —
Q1 2022
Shares 5 Value ($000) $0 Avg Close — Range —
Q2 2020
Shares 44 Value ($000) $2 Avg Close — Range —