ISHARES TR

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

Capasso Planning Partners LLC's Holding History (CIK: 0001911938)

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

Q4 2025
Shares 3,055 Value ($000) $326 Avg Close — Range —
Q3 2025
Shares 4,496 Value ($000) $480 Avg Close — Range —
Q2 2025
Shares 5,131 Value ($000) $546 Avg Close — Range —
Q1 2025
Shares 5,731 Value ($000) $605 Avg Close — Range —
Q4 2024
Shares 5,683 Value ($000) $599 Avg Close — Range —
Q3 2024
Shares 26,348 Value ($000) $2,798 Avg Close — Range —
Q2 2024
Shares 20,056 Value ($000) $2,097 Avg Close — Range —
Q1 2024
Shares 20,835 Value ($000) $2,182 Avg Close — Range —
Q4 2023
Shares 24,715 Value ($000) $2,606 Avg Close — Range —
Q3 2023
Shares 29,323 Value ($000) $3,016 Avg Close — Range —
Q2 2023
Shares 34,992 Value ($000) $3,641 Avg Close — Range —
Q1 2023
Shares 34,267 Value ($000) $3,587 Avg Close — Range —
Q4 2022
Shares 35,054 Value ($000) $3,655 Avg Close — Range —
Q3 2022
Shares 29,164 Value ($000) $2,994 Avg Close — Range —
Q2 2022
Shares 23,952 Value ($000) $2,507 Avg Close — Range —
Q1 2022
Shares 19,286 Value ($000) $2,017 Avg Close — Range —
Q4 2021
Shares 13,074 Value ($000) $1,404 Avg Close — Range —