ISHARES TR

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

Principia Wealth Advisory, LLC's Holding History (CIK: 0002041436)

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

Q4 2025
Shares 11,809 Value ($000) $673 Avg Close — Range —
Q3 2025
Shares 6,245 Value ($000) $367 Avg Close — Range —
Q2 2025
Shares 1,057 Value ($000) $60 Avg Close — Range —