ISHARES TR

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

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 6,905 Value ($000) $737 Avg Close — Range —
Q3 2025
Shares 14,014 Value ($000) $1,496 Avg Close — Range —
Q2 2025
Shares 13,935 Value ($000) $1,482 Avg Close — Range —
Q1 2025
Shares 15,278 Value ($000) $1,613 Avg Close — Range —
Q4 2024
Shares 17,255 Value ($000) $1,820 Avg Close — Range —
Q3 2024
Shares 17,489 Value ($000) $1,857 Avg Close — Range —
Q2 2024
Shares 17,404 Value ($000) $1,820 Avg Close — Range —
Q1 2024
Shares 17,819 Value ($000) $1,866 Avg Close — Range —
Q4 2023
Shares 17,764 Value ($000) $1,873 Avg Close — Range —
Q3 2023
Shares 23,352 Value ($000) $2,402 Avg Close — Range —
Q2 2023
Shares 39,477 Value ($000) $4,107 Avg Close — Range —
Q1 2023
Shares 57,543 Value ($000) $6,024 Avg Close — Range —
Q4 2022
Shares 62,493 Value ($000) $6,516 Avg Close — Range —
Q3 2022
Shares 25,713 Value ($000) $2,640 Avg Close — Range —
Q2 2022
Shares 23,318 Value ($000) $2,441 Avg Close — Range —
Q1 2022
Shares 8,648 Value ($000) $905 Avg Close — Range —