ISHARES TR

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

FAMILY WEALTH PARTNERS, LLC's Holding History (CIK: 0002016217)

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

Q4 2025
Shares 25,838 Value ($000) $1,472 Avg Close — Range —
Q3 2025
Shares 25,149 Value ($000) $1,477 Avg Close — Range —
Q2 2025
Shares 16,459 Value ($000) $931 Avg Close — Range —
Q1 2025
Shares 8,349 Value ($000) $481 Avg Close — Range —
Q4 2024
Shares 3,730 Value ($000) $214 Avg Close — Range —