ISHARES TR

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

Summit Financial Consulting LLC's Holding History (CIK: 0002065794)

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

Q4 2025
Shares 6,866 Value ($000) $391 Avg Close — Range —
Q3 2025
Shares 5,974 Value ($000) $351 Avg Close — Range —
Q2 2025
Shares 5,465 Value ($000) $309 Avg Close — Range —
Q1 2025
Shares 4,863 Value ($000) $280 Avg Close — Range —