Moisand Fitzgerald Tamayo’s iShares Select U.S. REIT ETF ICF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$122K	Hold	1,805	–	–	0.01%	148
2026 Q1	$112K	Hold	1,805	–	–	0.01%	143
2025 Q4	$108K	Hold	1,805	–	–	0.01%	145
2025 Q3	$111K	Hold	1,805	–	–	0.01%	146
2025 Q2	$110K	Hold	1,805	–	–	0.01%	146
2025 Q1	$111K	Hold	1,805	–	–	0.02%	141
2024 Q4	$109K	Hold	1,805	–	–	0.02%	140
2024 Q3	$119K	Hold	1,805	–	–	0.02%	134
2024 Q2	$103K	Hold	1,805	–	–	0.02%	133
2024 Q1	$104K	Hold	1,805	–	–	0.02%	134
2023 Q4	$106K	Hold	1,805	–	–	0.02%	128
2023 Q3	$90.5K	Hold	1,805	–	–	0.02%	132
2023 Q2	$100K	Hold	1,805	–	–	0.02%	124
2023 Q1	$100K	Hold	1,805	–	–	0.02%	123
2022 Q4	$99K	Hold	1,805	–	–	0.02%	122
2022 Q3	$97K	Hold	1,805	–	–	0.03%	119
2022 Q2	$110K	Hold	1,805	–	–	0.03%	116
2022 Q1	$128K	Hold	1,805	–	–	0.06%	76
2021 Q4	$137K	Hold	1,805	–	–	0.04%	100
2021 Q3	$118K	Sell	1,805 -143	-7%	-$9.79K	0.04%	104
2021 Q2	$127K	Hold	1,948	–	–	0.05%	99
2021 Q1	$113K	Hold	1,948	–	–	0.05%	92
2020 Q4	$105K	Hold	1,948	–	–	0.05%	93
2020 Q3	$99K	Hold	1,948	–	–	0.05%	92
2020 Q2	$98K	Hold	1,948	–	–	0.05%	93
2020 Q1	$89K	Hold	1,948	–	–	0.06%	89
2019 Q4	$114K	Hold	1,948	–	–	0.06%	92
2019 Q3	$117K	Hold	1,948	–	–	0.06%	90
2019 Q2	$110K	Hold	1,948	–	–	0.06%	93
2019 Q1	$108K	Hold	1,948	–	–	0.06%	94
2018 Q4	$93K	Hold	1,948	–	–	0.06%	93
2018 Q3	$97K	Hold	1,948	–	–	0.05%	98
2018 Q2	$97K	Hold	1,948	–	–	0.06%	96
2018 Q1	$91K	Sell	1,948 -400	-17%	-$18.8K	0.05%	96
2017 Q4	$119K	Hold	2,348	–	–	0.07%	79
2017 Q3	$118K	Buy	+2,348	New	+$119K	0.07%	80
2016 Q2	–	Sell	-1,948	Closed	-$100K	–	112
2016 Q1	$100K	Hold	1,948	–	–	0.08%	70
2015 Q4	$97K	Buy	+1,948	New	+$94.6K	0.08%	70