ISHARES TR

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

Shum Financial Group, Inc.'s Holding History (CIK: 0002044675)

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

Q4 2025
Shares 22,217 Value ($000) $1,266 Avg Close — Range —
Q3 2025
Shares 22,283 Value ($000) $1,308 Avg Close — Range —
Q1 2025
Shares 22,082 Value ($000) $1,272 Avg Close — Range —
Q4 2024
Shares 22,067 Value ($000) $1,265 Avg Close — Range —
Q3 2024
Shares 22,271 Value ($000) $1,350 Avg Close — Range —