ISHARES TR

Ticker: SUB CUSIP: 464288158 Class: SHRT NAT MUN ETF

MORRIS FINANCIAL CONCEPTS, INC.'s Holding History (CIK: 0001387386)

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

Q4 2025
Shares 2,829 Value ($000) $302 Avg Close — Range —
Q3 2025
Shares 2,730 Value ($000) $292 Avg Close — Range —
Q2 2025
Shares 2,653 Value ($000) $282 Avg Close — Range —
Q1 2025
Shares 2,657 Value ($000) $281 Avg Close — Range —
Q4 2024
Shares 2,896 Value ($000) $305 Avg Close — Range —
Q3 2024
Shares 2,956 Value ($000) $314 Avg Close — Range —
Q2 2024
Shares 2,812 Value ($000) $294 Avg Close — Range —
Q1 2024
Shares 3,068 Value ($000) $321 Avg Close — Range —
Q4 2023
Shares 2,842 Value ($000) $300 Avg Close — Range —
Q3 2023
Shares 2,542 Value ($000) $261 Avg Close — Range —
Q2 2023
Shares 1,997 Value ($000) $208 Avg Close — Range —
Q1 2023
Shares 1,211 Value ($000) $127 Avg Close — Range —
Q4 2022
Shares 557 Value ($000) $58 Avg Close — Range —
Q3 2022
Shares 41 Value ($000) $4 Avg Close — Range —
Q2 2022
Shares 588 Value ($000) $62 Avg Close — Range —
Q1 2022
Shares 1,472 Value ($000) $154 Avg Close — Range —
Q4 2021
Shares 4,628 Value ($000) $497 Avg Close — Range —