ISHARES TR

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

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q3 2025
Shares 7,462 Value ($000) $797 Avg Close — Range —
Q2 2025
Shares 7,790 Value ($000) $828 Avg Close — Range —
Q1 2025
Shares 8,371 Value ($000) $884 Avg Close — Range —
Q4 2024
Shares 8,311 Value ($000) $877 Avg Close — Range —
Q3 2024
Shares 10,950 Value ($000) $1,163 Avg Close — Range —
Q2 2024
Shares 10,950 Value ($000) $1,150 Avg Close — Range —
Q1 2024
Shares 12,426 Value ($000) $1,301 Avg Close — Range —
Q4 2023
Shares 12,848 Value ($000) $1,355 Avg Close — Range —
Q3 2023
Shares 15,143 Value ($000) $1,558 Avg Close — Range —