ISHARES TR

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

Capasso Planning Partners LLC's Holding History (CIK: 0001911938)

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

Q4 2025
Shares 85,373 Value ($000) $2,130 Avg Close — Range —
Q3 2025
Shares 75,460 Value ($000) $1,929 Avg Close — Range —
Q2 2025
Shares 76,024 Value ($000) $1,878 Avg Close — Range —
Q1 2025
Shares 104,856 Value ($000) $2,544 Avg Close — Range —
Q4 2024
Shares 99,788 Value ($000) $2,392 Avg Close — Range —
Q3 2024
Shares 121,517 Value ($000) $3,243 Avg Close — Range —
Q2 2024
Shares 123,904 Value ($000) $2,881 Avg Close — Range —
Q1 2024
Shares 141,426 Value ($000) $3,349 Avg Close — Range —
Q4 2023
Shares 158,386 Value ($000) $3,830 Avg Close — Range —
Q3 2023
Shares 151,750 Value ($000) $3,213 Avg Close — Range —
Q2 2023
Shares 147,350 Value ($000) $3,385 Avg Close — Range —
Q1 2023
Shares 138,183 Value ($000) $3,169 Avg Close — Range —
Q4 2022
Shares 129,355 Value ($000) $2,938 Avg Close — Range —
Q3 2022
Shares 107,265 Value ($000) $2,282 Avg Close — Range —
Q2 2022
Shares 109,649 Value ($000) $2,651 Avg Close — Range —
Q1 2022
Shares 112,420 Value ($000) $3,284 Avg Close — Range —
Q4 2021
Shares 107,574 Value ($000) $3,293 Avg Close — Range —