ISHARES TR

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

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q2 2025
Shares 264 Value ($000) $28 Avg Close — Range —
Q1 2025
Shares 262 Value ($000) $28 Avg Close — Range —
Q4 2024
Shares 1,436 Value ($000) $151 Avg Close — Range —
Q3 2024
Shares 1,494 Value ($000) $159 Avg Close — Range —
Q2 2024
Shares 1,493 Value ($000) $156 Avg Close — Range —
Q1 2024
Shares 1,775 Value ($000) $186 Avg Close — Range —
Q4 2023
Shares 1,781 Value ($000) $188 Avg Close — Range —
Q3 2023
Shares 1,638 Value ($000) $168 Avg Close — Range —
Q2 2023
Shares 1,170 Value ($000) $122 Avg Close — Range —
Q4 2022
Shares 1,170 Value ($000) $122 Avg Close — Range —