ISHARES TR

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

Brio Consultants, LLC's Holding History (CIK: 0001747799)

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

Q4 2025
Shares 69,893 Value ($000) $7,458 Avg Close — Range —
Q3 2025
Shares 65,677 Value ($000) $7,013 Avg Close — Range —
Q2 2025
Shares 63,498 Value ($000) $6,752 Avg Close — Range —
Q1 2025
Shares 62,842 Value ($000) $6,636 Avg Close — Range —
Q4 2024
Shares 59,370 Value ($000) $6,262 Avg Close — Range —
Q3 2024
Shares 56,360 Value ($000) $5,985 Avg Close — Range —
Q2 2024
Shares 98,458 Value ($000) $10,294 Avg Close — Range —
Q1 2024
Shares 94,226 Value ($000) $9,868 Avg Close — Range —
Q4 2023
Shares 89,714 Value ($000) $9,459 Avg Close — Range —
Q3 2023
Shares 92,802 Value ($000) $9,546 Avg Close — Range —
Q2 2023
Shares 137,498 Value ($000) $14,305 Avg Close — Range —
Q1 2023
Shares 159,031 Value ($000) $16,647 Avg Close — Range —
Q4 2022
Shares 155,941 Value ($000) $16,260 Avg Close — Range —
Q3 2022
Shares 147,390 Value ($000) $15,133 Avg Close — Range —
Q2 2022
Shares 68,099 Value ($000) $7,136 Avg Close — Range —
Q1 2022
Shares 3,224 Value ($000) $337 Avg Close — Range —