ISHARES TR

Ticker: REZ CUSIP: 464288562 Class: RESIDENTIAL MULT

M Wealth Management, LLC's Holding History (CIK: 0002026150)

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

Q4 2025
Shares 14,311 Value ($000) $1,183 Avg Close — Range —
Q3 2025
Shares 13,909 Value ($000) $1,182 Avg Close — Range —
Q2 2025
Shares 13,672 Value ($000) $1,126 Avg Close — Range —
Q1 2025
Shares 13,499 Value ($000) $1,167 Avg Close — Range —
Q4 2024
Shares 14,086 Value ($000) $1,141 Avg Close — Range —