ISHARES TR

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

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2025
Shares 11,550 Value ($000) $1,233 Avg Close — Range —
Q2 2025
Shares 10,949 Value ($000) $1,164 Avg Close — Range —
Q1 2025
Shares 10,646 Value ($000) $1,124 Avg Close — Range —
Q4 2024
Shares 9,109 Value ($000) $961 Avg Close — Range —
Q3 2024
Shares 7,799 Value ($000) $828 Avg Close — Range —
Q2 2024
Shares 7,799 Value ($000) $815 Avg Close — Range —
Q1 2024
Shares 7,799 Value ($000) $817 Avg Close — Range —
Q4 2023
Shares 7,799 Value ($000) $822 Avg Close — Range —
Q3 2023
Shares 7,799 Value ($000) $802 Avg Close — Range —
Q2 2023
Shares 7,799 Value ($000) $811 Avg Close — Range —
Q1 2023
Shares 7,799 Value ($000) $816 Avg Close — Range —
Q4 2022
Shares 7,799 Value ($000) $813 Avg Close — Range —