ISHARES TR

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

Investments & Financial Planning, LLC's Holding History (CIK: 0001909307)

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

Q4 2025
Shares 3,957 Value ($000) $422 Avg Close Range
Q3 2025
Shares 3,990 Value ($000) $426 Avg Close Range
Q2 2025
Shares 2,661 Value ($000) $283 Avg Close Range
Q1 2025
Shares 3,069 Value ($000) $324 Avg Close Range
Q4 2024
Shares 2,569 Value ($000) $271 Avg Close Range
Q3 2024
Shares 2,655 Value ($000) $282 Avg Close Range
Q2 2024
Shares 2,695 Value ($000) $282 Avg Close Range
Q1 2024
Shares 2,825 Value ($000) $296 Avg Close Range
Q4 2023
Shares 3,369 Value ($000) $355 Avg Close Range
Q3 2023
Shares 3,453 Value ($000) $355 Avg Close Range
Q2 2023
Shares 3,787 Value ($000) $394 Avg Close Range
Q1 2023
Shares 4,200 Value ($000) $440 Avg Close Range
Q4 2022
Shares 4,533 Value ($000) $473 Avg Close Range
Q2 2022
Shares 3,427 Value ($000) $359 Avg Close Range
Q1 2022
Shares 3,281 Value ($000) $343 Avg Close Range
Q4 2021
Shares 3,400 Value ($000) $360 Avg Close Range