ISHARES TR

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

Upper Left Wealth Management, LLC's Holding History (CIK: 0001911228)

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

Q4 2025
Shares 7,045 Value ($000) $401 Avg Close — Range —
Q3 2025
Shares 4,779 Value ($000) $281 Avg Close — Range —
Q2 2025
Shares 4,786 Value ($000) $271 Avg Close — Range —
Q1 2025
Shares 4,786 Value ($000) $276 Avg Close — Range —
Q4 2024
Shares 4,786 Value ($000) $274 Avg Close — Range —
Q3 2024
Shares 4,838 Value ($000) $293 Avg Close — Range —
Q2 2024
Shares 4,864 Value ($000) $261 Avg Close — Range —
Q1 2024
Shares 4,870 Value ($000) $262 Avg Close — Range —
Q4 2023
Shares 5,496 Value ($000) $298 Avg Close — Range —
Q3 2023
Shares 5,064 Value ($000) $239 Avg Close — Range —