ISHARES TR

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

Sage Financial Management Group, Inc.'s Holding History (CIK: 0001762086)

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

Q4 2025
Shares 3,958 Value ($000) $422 Avg Close — Range —
Q3 2025
Shares 3,647 Value ($000) $389 Avg Close — Range —
Q2 2025
Shares 3,172 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 6,244 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 6,260 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 8,157 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 7,820 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 5,843 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 10,467 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 10,467 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 10,467 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 2,467 Value ($000) $253 Avg Close — Range —
Q2 2022
Shares 4,778 Value ($000) $500 Avg Close — Range —