ISHARES TR

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

Copia Wealth Management's Holding History (CIK: 0002058771)

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

Q4 2025
Shares 1,247 Value ($000) $71 Avg Close — Range —
Q3 2025
Shares 1,247 Value ($000) $73 Avg Close — Range —
Q2 2025
Shares 1,247 Value ($000) $71 Avg Close — Range —
Q1 2025
Shares 1,247 Value ($000) $72 Avg Close — Range —
Q4 2024
Shares 1,247 Value ($000) $71 Avg Close — Range —