ISHARES TR

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

LYELL WEALTH MANAGEMENT, LP's Holding History (CIK: 0001686444)

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

Q4 2023
Shares 2,000 Value ($000) $211 Avg Close — Range —
Q3 2023
Shares 2,000 Value ($000) $206 Avg Close — Range —
Q2 2023
Shares 2,000 Value ($000) $208 Avg Close — Range —
Q3 2022
Shares 2,175 Value ($000) $223 Avg Close — Range —
Q2 2022
Shares 2,175 Value ($000) $228 Avg Close — Range —