ISHARES TR

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

Essential Planning, LLC.'s Holding History (CIK: 0001949824)

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

Q4 2025
Shares 2,640 Value ($000) $282 Avg Close — Range —
Q3 2025
Shares 2,640 Value ($000) $282 Avg Close — Range —
Q2 2025
Shares 2,640 Value ($000) $281 Avg Close — Range —
Q1 2025
Shares 2,640 Value ($000) $279 Avg Close — Range —
Q4 2024
Shares 169,650 Value ($000) $17,920 Avg Close — Range —
Q3 2024
Shares 2,610 Value ($000) $277 Avg Close — Range —
Q2 2024
Shares 2,610 Value ($000) $273 Avg Close — Range —
Q1 2024
Shares 2,610 Value ($000) $275 Avg Close — Range —
Q4 2023
Shares 2,610 Value ($000) $275 Avg Close — Range —
Q3 2023
Shares 2,610 Value ($000) $268 Avg Close — Range —
Q2 2023
Shares 3,045 Value ($000) $317 Avg Close — Range —
Q4 2022
Shares 2,183 Value ($000) $224 Avg Close — Range —