ISHARES TR

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

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025
Shares 225,919 Value ($000) $5,637 Avg Close — Range —
Q3 2025
Shares 270,366 Value ($000) $6,911 Avg Close — Range —
Q2 2025
Shares 276,997 Value ($000) $6,842 Avg Close — Range —
Q1 2025
Shares 234,830 Value ($000) $5,697 Avg Close — Range —
Q4 2024
Shares 77,649 Value ($000) $1,861 Avg Close — Range —
Q3 2024
Shares 38,374 Value ($000) $1,024 Avg Close — Range —