ISHARES TR

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

Sterling Wealth Management, Inc.'s Holding History (CIK: 0002011149)

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

Q4 2025
Shares 19,295 Value ($000) $481 Avg Close — Range —
Q3 2025
Shares 37,165 Value ($000) $950 Avg Close — Range —
Q2 2025
Shares 36,838 Value ($000) $910 Avg Close — Range —
Q4 2024
Shares 39,764 Value ($000) $953 Avg Close — Range —
Q3 2024
Shares 41,756 Value ($000) $1,114 Avg Close — Range —
Q2 2024
Shares 41,406 Value ($000) $963 Avg Close — Range —
Q1 2024
Shares 41,278 Value ($000) $977 Avg Close — Range —
Q4 2023
Shares 42,106 Value ($000) $1,018 Avg Close — Range —