ISHARES TR

Ticker: REZ CUSIP: 464288562 Class: RESIDENTIAL MULT

Fonville Wealth Management LLC's Holding History (CIK: 0002008703)

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

Q4 2025
Shares 54,964 Value ($000) $4,542 Avg Close — Range —
Q3 2025
Shares 51,749 Value ($000) $4,397 Avg Close — Range —
Q2 2025
Shares 51,136 Value ($000) $4,210 Avg Close — Range —
Q1 2025
Shares 49,984 Value ($000) $4,200 Avg Close — Range —
Q4 2024
Shares 47,088 Value ($000) $3,815 Avg Close — Range —
Q3 2024
Shares 44,686 Value ($000) $3,969 Avg Close — Range —
Q2 2024
Shares 40,960 Value ($000) $3,154 Avg Close — Range —
Q1 2024
Shares 35,439 Value ($000) $2,554 Avg Close — Range —
Q4 2023
Shares 32,646 Value ($000) $2,400 Avg Close — Range —