ISHARES TR

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

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 2,035 Value ($000) $217 Avg Close — Range —
Q3 2025
Shares 2,035 Value ($000) $217 Avg Close — Range —
Q2 2025
Shares 2,035 Value ($000) $216 Avg Close — Range —
Q1 2025
Shares 2,035 Value ($000) $215 Avg Close — Range —
Q4 2024
Shares 2,035 Value ($000) $215 Avg Close — Range —
Q3 2024
Shares 2,035 Value ($000) $216 Avg Close — Range —
Q2 2024
Shares 2,035 Value ($000) $213 Avg Close — Range —
Q1 2024
Shares 2,035 Value ($000) $213 Avg Close — Range —
Q4 2023
Shares 2,035 Value ($000) $215 Avg Close — Range —
Q3 2023
Shares 2,035 Value ($000) $209 Avg Close — Range —
Q2 2023
Shares 2,978 Value ($000) $310 Avg Close — Range —
Q1 2023
Shares 2,355 Value ($000) $247 Avg Close — Range —
Q4 2022
Shares 2,355 Value ($000) $246 Avg Close — Range —
Q3 2022
Shares 2,355 Value ($000) $242 Avg Close — Range —
Q2 2022
Shares 2,355 Value ($000) $246 Avg Close — Range —
Q1 2022
Shares 2,355 Value ($000) $246 Avg Close — Range —
Q4 2021
Shares 2,355 Value ($000) $253 Avg Close — Range —
Q3 2021
Shares 2,355 Value ($000) $253 Avg Close — Range —
Q2 2021
Shares 2,505 Value ($000) $270 Avg Close — Range —
Q1 2021
Shares 2,505 Value ($000) $270 Avg Close — Range —
Q4 2020
Shares 2,505 Value ($000) $271 Avg Close — Range —