ISHARES TR

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

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q4 2025
Shares 1 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 594 Value ($000) $61 Avg Close — Range —
Q2 2023
Shares 601 Value ($000) $63 Avg Close — Range —
Q1 2023
Shares 599 Value ($000) $63 Avg Close — Range —
Q4 2022
Shares 607 Value ($000) $63 Avg Close — Range —
Q2 2022
Shares 605 Value ($000) $63 Avg Close — Range —
Q1 2022
Shares 604 Value ($000) $63 Avg Close — Range —
Q4 2021
Shares 604 Value ($000) $65 Avg Close — Range —