ISHARES TR

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

Dogwood Wealth Management LLC's Holding History (CIK: 0002056922)

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

Q4 2025
Shares 41,718 Value ($000) $2,376 Avg Close — Range —
Q3 2025
Shares 42,803 Value ($000) $2,513 Avg Close — Range —
Q2 2025
Shares 41,037 Value ($000) $2,321 Avg Close — Range —
Q1 2025
Shares 44,260 Value ($000) $2,549 Avg Close — Range —
Q4 2024
Shares 45,654 Value ($000) $2,616 Avg Close — Range —
Q3 2024
Shares 46,355 Value ($000) $2,854 Avg Close — Range —
Q2 2024
Shares 50,979 Value ($000) $2,730 Avg Close — Range —
Q1 2024
Shares 50,036 Value ($000) $2,692 Avg Close — Range —
Q4 2023
Shares 48,052 Value ($000) $2,609 Avg Close — Range —