Total Wealth Planning, LLC: REET position timeline

Total Wealth Planning, LLC held 0 REET shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -20,324 shares

   13F-HR 0001951757-26-000432 filed by Total Wealth Planning, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 20,324 shares

   Change vs previous 13F -49 shares

   0.06% of the 13F portfolio, value $519,485.

   13F-HR 0001951757-25-001163 filed by Total Wealth Planning, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 20,373 shares

   Change vs previous 13F -511 shares

   0.06% of the 13F portfolio, value $503,204.

   13F-HR 0001951757-25-000851 filed by Total Wealth Planning, LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 20,884 shares

   Change vs previous 13F -1,536 shares

   0.08% of the 13F portfolio, value $506,639.

   13F-HR 0001951757-25-000369 filed by Total Wealth Planning, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 22,420 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $537,400.

   13F-HR 0001951757-25-000031 filed by Total Wealth Planning, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).