ISHARES TR

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

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 24,043 Value ($000) $600 Avg Close — Range —
Q3 2025
Shares 24,036 Value ($000) $614 Avg Close — Range —
Q2 2025
Shares 24,277 Value ($000) $600 Avg Close — Range —
Q1 2025
Shares 23,970 Value ($000) $582 Avg Close — Range —
Q4 2024
Shares 25,198 Value ($000) $604 Avg Close — Range —
Q3 2024
Shares 26,051 Value ($000) $695 Avg Close — Range —
Q4 2022
Shares 26,923 Value ($000) $667 Avg Close — Range —
Q3 2022
Shares 27,246 Value ($000) $629 Avg Close — Range —
Q1 2022
Shares 25,746 Value ($000) $713 Avg Close — Range —