ISHARES TR

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

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

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

Q4 2025
Shares 122,239 Value ($000) $13,043 Avg Close — Range —
Q3 2025
Shares 128,691 Value ($000) $13,742 Avg Close — Range —
Q2 2025
Shares 135,485 Value ($000) $14,408 Avg Close — Range —
Q1 2025
Shares 140,816 Value ($000) $14,870 Avg Close — Range —
Q4 2024
Shares 106,248 Value ($000) $11,207 Avg Close — Range —
Q3 2024
Shares 97,070 Value ($000) $10,308 Avg Close — Range —
Q2 2024
Shares 103,428 Value ($000) $10,813 Avg Close — Range —
Q1 2024
Shares 99,274 Value ($000) $10,397 Avg Close — Range —
Q4 2023
Shares 98,264 Value ($000) $10,360 Avg Close — Range —
Q3 2023
Shares 97,284 Value ($000) $10,007 Avg Close — Range —
Q2 2023
Shares 102,199 Value ($000) $10,633 Avg Close — Range —
Q2 2022
Shares 2,212 Value ($000) $232 Avg Close — Range —
Q2 2021
Shares 1,862 Value ($000) $201 Avg Close — Range —
Q1 2021
Shares 1,862 Value ($000) $201 Avg Close — Range —
Q4 2020
Shares 1,931 Value ($000) $209 Avg Close — Range —
Q3 2020
Shares 1,931 Value ($000) $209 Avg Close — Range —
Q4 2018
Shares 13,279 Value ($000) $1,400 Avg Close — Range —