ISHARES TR

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

BROWN WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001987005)

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

Q4 2025
Shares 150,034 Value ($000) $16,009 Avg Close Range
Q3 2025
Shares 134,995 Value ($000) $14,415 Avg Close Range
Q2 2025
Shares 125,984 Value ($000) $13,397 Avg Close Range
Q1 2025
Shares 158,916 Value ($000) $16,782 Avg Close Range
Q4 2024
Shares 115,881 Value ($000) $12,223 Avg Close Range
Q3 2024
Shares 113,679 Value ($000) $12,072 Avg Close Range
Q2 2024
Shares 130,633 Value ($000) $13,658 Avg Close Range
Q1 2024
Shares 124,975 Value ($000) $13,089 Avg Close Range
Q4 2023
Shares 117,582 Value ($000) $12,397 Avg Close Range
Q3 2023
Shares 73,921 Value ($000) $7,603 Avg Close Range
Q2 2023
Shares 81,087 Value ($000) $8,436 Avg Close Range