ISHARES TR

Ticker: REET CUSIP: 46434V647 Class: GLOBAL REIT ETF

MORRIS FINANCIAL CONCEPTS, INC.'s Holding History (CIK: 0001387386)

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

Q4 2025
Shares 50,596 Value ($000) $1,262 Avg Close — Range —
Q3 2025
Shares 51,029 Value ($000) $1,304 Avg Close — Range —
Q2 2025
Shares 50,484 Value ($000) $1,247 Avg Close — Range —
Q1 2025
Shares 51,154 Value ($000) $1,241 Avg Close — Range —
Q4 2024
Shares 50,156 Value ($000) $1,202 Avg Close — Range —
Q3 2024
Shares 55,628 Value ($000) $1,485 Avg Close — Range —
Q2 2024
Shares 58,053 Value ($000) $1,350 Avg Close — Range —
Q1 2024
Shares 54,861 Value ($000) $1,299 Avg Close — Range —
Q4 2023
Shares 56,050 Value ($000) $1,355 Avg Close — Range —
Q3 2023
Shares 59,947 Value ($000) $1,269 Avg Close — Range —
Q2 2023
Shares 50,835 Value ($000) $1,168 Avg Close — Range —
Q1 2023
Shares 43,130 Value ($000) $989 Avg Close — Range —
Q4 2022
Shares 41,433 Value ($000) $941 Avg Close — Range —
Q3 2022
Shares 38,183 Value ($000) $812 Avg Close — Range —
Q2 2022
Shares 36,747 Value ($000) $889 Avg Close — Range —
Q1 2022
Shares 37,311 Value ($000) $1,090 Avg Close — Range —
Q4 2021
Shares 37,369 Value ($000) $1,144 Avg Close — Range —