ISHARES TR

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

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 57,779 Value ($000) $6,165 Avg Close — Range —
Q3 2025
Shares 65,753 Value ($000) $7,021 Avg Close — Range —
Q2 2025
Shares 65,765 Value ($000) $6,993 Avg Close — Range —
Q1 2025
Shares 47,909 Value ($000) $5,059 Avg Close — Range —
Q4 2024
Shares 50,997 Value ($000) $5,379 Avg Close — Range —
Q3 2024
Shares 53,715 Value ($000) $5,704 Avg Close — Range —
Q2 2024
Shares 53,860 Value ($000) $5,631 Avg Close — Range —
Q1 2024
Shares 53,296 Value ($000) $5,582 Avg Close — Range —
Q4 2023
Shares 59,638 Value ($000) $6,288 Avg Close — Range —
Q3 2023
Shares 68,908 Value ($000) $7,088 Avg Close — Range —
Q2 2023
Shares 106,791 Value ($000) $11,111 Avg Close — Range —
Q1 2023
Shares 120,494 Value ($000) $12,613 Avg Close — Range —
Q4 2022
Shares 176,504 Value ($000) $18,404 Avg Close — Range —
Q3 2022
Shares 397,897 Value ($000) $40,848 Avg Close — Range —
Q2 2022
Shares 368,218 Value ($000) $38,541 Avg Close — Range —
Q1 2022
Shares 320,977 Value ($000) $33,574 Avg Close — Range —
Q4 2021
Shares 236,067 Value ($000) $25,347 Avg Close — Range —
Q3 2021
Shares 210,553 Value ($000) $22,649 Avg Close — Range —
Q2 2021
Shares 192,057 Value ($000) $20,708 Avg Close — Range —
Q1 2021
Shares 151,853 Value ($000) $16,373 Avg Close — Range —
Q4 2020
Shares 81,344 Value ($000) $8,794 Avg Close — Range —
Q3 2020
Shares 35,105 Value ($000) $3,795 Avg Close — Range —
Q2 2020
Shares 17,592 Value ($000) $1,897 Avg Close — Range —