ISHARES TR

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

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 69,123 Value ($000) $1,725 Avg Close — Range —
Q3 2025
Shares 67,744 Value ($000) $1,732 Avg Close — Range —
Q2 2025
Shares 69,517 Value ($000) $1,717 Avg Close — Range —
Q1 2025
Shares 69,517 Value ($000) $1,686 Avg Close — Range —
Q4 2024
Shares 70,833 Value ($000) $1,698 Avg Close — Range —