ISHARES TR

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

VERITY Wealth Advisors's Holding History (CIK: 0001763138)

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

Q4 2025
Shares 5,996 Value ($000) $342 Avg Close — Range —
Q3 2025
Shares 5,996 Value ($000) $352 Avg Close — Range —
Q2 2025
Shares 5,996 Value ($000) $339 Avg Close — Range —
Q1 2025
Shares 5,996 Value ($000) $345 Avg Close — Range —
Q4 2024
Shares 5,996 Value ($000) $344 Avg Close — Range —
Q3 2024
Shares 5,996 Value ($000) $369 Avg Close — Range —
Q2 2024
Shares 5,996 Value ($000) $321 Avg Close — Range —
Q1 2024
Shares 5,996 Value ($000) $323 Avg Close — Range —
Q4 2023
Shares 3,797 Value ($000) $206 Avg Close — Range —