ISHARES TR

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

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q3 2023
Shares 5,372 Value ($000) $553 Avg Close — Range —
Q2 2023
Shares 17,396 Value ($000) $1,810 Avg Close — Range —
Q1 2023
Shares 17,741 Value ($000) $1,857 Avg Close — Range —
Q4 2022
Shares 64,205 Value ($000) $6,695 Avg Close — Range —
Q3 2022
Shares 64,832 Value ($000) $6,656 Avg Close — Range —
Q2 2022
Shares 65,678 Value ($000) $6,875 Avg Close — Range —
Q1 2022
Shares 2,300 Value ($000) $241 Avg Close — Range —
Q4 2021
Shares 2,300 Value ($000) $247 Avg Close — Range —
Q3 2021
Shares 2,300 Value ($000) $247 Avg Close — Range —
Q2 2021
Shares 2,300 Value ($000) $248 Avg Close — Range —