ISHARES TR

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

PRESILIUM PRIVATE WEALTH, LLC's Holding History (CIK: 0001939831)

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

Q4 2025
Shares 10,804 Value ($000) $615 Avg Close — Range —
Q3 2025
Shares 10,635 Value ($000) $624 Avg Close — Range —
Q2 2025
Shares 9,420 Value ($000) $533 Avg Close — Range —
Q1 2025
Shares 34,792 Value ($000) $2,004 Avg Close — Range —
Q4 2024
Shares 63,475 Value ($000) $3,638 Avg Close — Range —
Q3 2024
Shares 63,526 Value ($000) $3,911 Avg Close — Range —
Q2 2024
Shares 64,653 Value ($000) $3,463 Avg Close — Range —
Q1 2024
Shares 72,056 Value ($000) $3,877 Avg Close — Range —
Q4 2023
Shares 74,972 Value ($000) $4,070 Avg Close — Range —