ISHARES TR

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

Fonville Wealth Management LLC's Holding History (CIK: 0002008703)

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

Q4 2025
Shares 29,878 Value ($000) $3,188 Avg Close — Range —
Q3 2025
Shares 28,469 Value ($000) $3,040 Avg Close — Range —
Q2 2025
Shares 27,211 Value ($000) $2,894 Avg Close — Range —
Q1 2025
Shares 28,519 Value ($000) $3,011 Avg Close — Range —
Q4 2024
Shares 31,781 Value ($000) $3,352 Avg Close — Range —
Q3 2024
Shares 31,781 Value ($000) $3,375 Avg Close — Range —
Q2 2024
Shares 33,794 Value ($000) $3,533 Avg Close — Range —
Q1 2024
Shares 34,143 Value ($000) $3,576 Avg Close — Range —
Q4 2023
Shares 26,705 Value ($000) $2,816 Avg Close — Range —