ISHARES TR

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

Waterford Advisors, LLC's Holding History (CIK: 0001960657)

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

Q3 2025
Shares 313,620 Value ($000) $8,016 Avg Close — Range —
Q2 2025
Shares 34,411 Value ($000) $7,477 Avg Close — Range —
Q1 2025
Shares 299,503 Value ($000) $7,266 Avg Close — Range —
Q4 2024
Shares 285,271 Value ($000) $6,838 Avg Close — Range —
Q3 2024
Shares 269,669 Value ($000) $7,197 Avg Close — Range —
Q2 2024
Shares 259,385 Value ($000) $6,031 Avg Close — Range —
Q1 2024
Shares 253,009 Value ($000) $5,991 Avg Close — Range —
Q4 2023
Shares 239,987 Value ($000) $5,803 Avg Close — Range —
Q3 2023
Shares 229,127 Value ($000) $4,851 Avg Close — Range —
Q2 2023
Shares 221,743 Value ($000) $5 Avg Close — Range —
Q1 2023
Shares 212,429 Value ($000) $5 Avg Close — Range —
Q4 2022
Shares 207,999 Value ($000) $5 Avg Close — Range —