ISHARES TR

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

Strategic Financial Planning, Inc.'s Holding History (CIK: 0001802277)

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

Q4 2025
Shares 17,737 Value ($000) $1,010 Avg Close — Range —
Q3 2025
Shares 17,733 Value ($000) $1,041 Avg Close — Range —
Q2 2025
Shares 17,737 Value ($000) $1,003 Avg Close — Range —
Q1 2025
Shares 17,735 Value ($000) $1,022 Avg Close — Range —
Q4 2024
Shares 17,734 Value ($000) $1,016 Avg Close — Range —
Q3 2024
Shares 17,774 Value ($000) $1,094 Avg Close — Range —
Q2 2024
Shares 18,052 Value ($000) $967 Avg Close — Range —
Q1 2024
Shares 17,810 Value ($000) $958 Avg Close — Range —
Q4 2023
Shares 18,222 Value ($000) $989 Avg Close — Range —
Q2 2022
Shares 6,603 Value ($000) $353 Avg Close — Range —