ISHARES TR

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

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 51,686 Value ($000) $5,515 Avg Close — Range —
Q3 2025
Shares 50,788 Value ($000) $5,423 Avg Close — Range —
Q2 2025
Shares 51,244 Value ($000) $5,449 Avg Close — Range —
Q1 2025
Shares 51,651 Value ($000) $5,454 Avg Close — Range —
Q4 2024
Shares 53,509 Value ($000) $5,644 Avg Close — Range —
Q3 2024
Shares 51,908 Value ($000) $5,512 Avg Close — Range —
Q2 2024
Shares 51,665 Value ($000) $5,402 Avg Close — Range —
Q1 2024
Shares 51,797 Value ($000) $5,425 Avg Close — Range —
Q1 2023
Shares 4,125 Value ($000) $432 Avg Close — Range —
Q4 2022
Shares 4,125 Value ($000) $430 Avg Close — Range —
Q3 2022
Shares 3,293 Value ($000) $338 Avg Close — Range —