ISHARES TR

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

Keystone Financial Group, Inc.'s Holding History (CIK: 0002053642)

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

Q4 2025
Shares 42,279 Value ($000) $2,408 Avg Close — Range —
Q3 2025
Shares 38,690 Value ($000) $2,272 Avg Close — Range —
Q2 2025
Shares 37,708 Value ($000) $2,146 Avg Close — Range —
Q1 2025
Shares 33,334 Value ($000) $1,880 Avg Close — Range —
Q4 2024
Shares 29,836 Value ($000) $1,710 Avg Close — Range —