ISHARES TR

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

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q3 2025
Shares 20,324 Value ($000) $519 Avg Close — Range —
Q2 2025
Shares 20,373 Value ($000) $503 Avg Close — Range —
Q1 2025
Shares 20,884 Value ($000) $507 Avg Close — Range —
Q4 2024
Shares 22,420 Value ($000) $537 Avg Close — Range —