ISHARES TR

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

Seaside Wealth Management, Inc.'s Holding History (CIK: 0001929977)

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

Q4 2025
Shares 6,748 Value ($000) $384 Avg Close — Range —
Q3 2025
Shares 6,748 Value ($000) $396 Avg Close — Range —
Q2 2025
Shares 6,748 Value ($000) $382 Avg Close — Range —
Q1 2025
Shares 4,542 Value ($000) $262 Avg Close — Range —
Q4 2024
Shares 4,448 Value ($000) $255 Avg Close — Range —
Q3 2024
Shares 4,473 Value ($000) $275 Avg Close — Range —
Q2 2024
Shares 4,473 Value ($000) $240 Avg Close — Range —
Q1 2024
Shares 4,473 Value ($000) $241 Avg Close — Range —
Q4 2023
Shares 4,475 Value ($000) $243 Avg Close — Range —
Q3 2023
Shares 4,633 Value ($000) $219 Avg Close — Range —
Q2 2023
Shares 4,489 Value ($000) $231 Avg Close — Range —
Q1 2023
Shares 4,405 Value ($000) $224 Avg Close — Range —
Q4 2022
Shares 4,770 Value ($000) $236 Avg Close — Range —
Q3 2022
Shares 4,553 Value ($000) $227 Avg Close — Range —
Q2 2022
Shares 3,781 Value ($000) $222 Avg Close — Range —