ISHARES TR

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

Financial & Tax Architects, LLC's Holding History (CIK: 0001758543)

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

Q4 2025
Shares 328,323 Value ($000) $18,701 Avg Close — Range —
Q3 2025
Shares 347,503 Value ($000) $20,405 Avg Close — Range —
Q1 2025
Shares 308,737 Value ($000) $17,783 Avg Close — Range —
Q4 2024
Shares 304,711 Value ($000) $17,463 Avg Close — Range —
Q3 2024
Shares 291,874 Value ($000) $17,971 Avg Close — Range —
Q1 2024
Shares 334,306 Value ($000) $17,986 Avg Close — Range —
Q4 2023
Shares 333,747 Value ($000) $18,119 Avg Close — Range —
Q3 2023
Shares 349,702 Value ($000) $16,499 Avg Close — Range —
Q1 2022
Shares 128,977 Value ($000) $8,338 Avg Close — Range —
Q4 2021
Shares 95,982 Value ($000) $6,487 Avg Close — Range —
Q3 2021
Shares 76,936 Value ($000) $4,512 Avg Close — Range —
Q2 2021
Shares 62,914 Value ($000) $3,670 Avg Close — Range —
Q1 2021
Shares 50,870 Value ($000) $2,666 Avg Close — Range —