ISHARES TR

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

Waldron Private Wealth LLC's Holding History (CIK: 0001598180)

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

Q4 2025
Shares 358,847 Value ($000) $8,953 Avg Close — Range —
Q3 2025
Shares 359,807 Value ($000) $9,197 Avg Close — Range —
Q2 2025
Shares 382,996 Value ($000) $9,460 Avg Close — Range —
Q1 2025
Shares 391,493 Value ($000) $9,498 Avg Close — Range —
Q4 2024
Shares 499,037 Value ($000) $11,962 Avg Close — Range —
Q3 2024
Shares 503,751 Value ($000) $13,448 Avg Close — Range —
Q2 2024
Shares 518,381 Value ($000) $12,052 Avg Close — Range —
Q1 2024
Shares 533,642 Value ($000) $12,637 Avg Close — Range —
Q4 2023
Shares 543,219 Value ($000) $13,135 Avg Close — Range —
Q3 2023
Shares 557,721 Value ($000) $11,959 Avg Close — Range —
Q2 2023
Shares 673,980 Value ($000) $15,481 Avg Close — Range —
Q1 2023
Shares 658,153 Value ($000) $15,091 Avg Close — Range —
Q4 2022
Shares 309,849 Value ($000) $7 Avg Close — Range —
Q3 2022
Shares 309,849 Value ($000) $6,590 Avg Close — Range —
Q2 2022
Shares 311,460 Value ($000) $7,531 Avg Close — Range —
Q1 2022
Shares 284,902 Value ($000) $8,321 Avg Close — Range —
Q4 2021
Shares 320,578 Value ($000) $9,812 Avg Close — Range —
Q3 2021
Shares 298,729 Value ($000) $8,188 Avg Close — Range —
Q2 2021
Shares 297,683 Value ($000) $8,251 Avg Close — Range —
Q1 2021
Shares 302,469 Value ($000) $7,706 Avg Close — Range —
Q4 2020
Shares 303,087 Value ($000) $7,252 Avg Close — Range —
Q3 2020
Shares 285,817 Value ($000) $6,010 Avg Close — Range —