ISHARES TR

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

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 9,960 Value ($000) $567 Avg Close — Range —
Q3 2025
Shares 9,632 Value ($000) $566 Avg Close — Range —
Q2 2025
Shares 8,582 Value ($000) $485 Avg Close — Range —
Q1 2025
Shares 9,135 Value ($000) $526 Avg Close — Range —
Q4 2024
Shares 8,684 Value ($000) $498 Avg Close — Range —
Q3 2024
Shares 9,594 Value ($000) $591 Avg Close — Range —