ISHARES TR

Ticker: REZ CUSIP: 464288562 Class: RESIDENTIAL MULT

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2025
Shares 6,898 Value ($000) $570 Avg Close — Range —
Q3 2025
Shares 7,227 Value ($000) $614 Avg Close — Range —
Q2 2025
Shares 7,048 Value ($000) $580 Avg Close — Range —
Q1 2025
Shares 6,933 Value ($000) $599 Avg Close — Range —
Q4 2024
Shares 8,105 Value ($000) $657 Avg Close — Range —
Q3 2024
Shares 8,776 Value ($000) $779 Avg Close — Range —
Q2 2024
Shares 9,241 Value ($000) $711 Avg Close — Range —
Q1 2024
Shares 13,383 Value ($000) $964 Avg Close — Range —
Q4 2023
Shares 7,234 Value ($000) $532 Avg Close — Range —
Q3 2023
Shares 10,079 Value ($000) $665 Avg Close — Range —
Q2 2023
Shares 9,667 Value ($000) $708 Avg Close — Range —
Q1 2023
Shares 8,489 Value ($000) $600 Avg Close — Range —
Q4 2022
Shares 9,894 Value ($000) $676 Avg Close — Range —
Q3 2022
Shares 8,060 Value ($000) $579 Avg Close — Range —