ISHARES TR

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

ELEVATE WEALTH ADVISORY, INC's Holding History (CIK: 0002011651)

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

Q4 2025
Shares 4,561 Value ($000) $487 Avg Close — Range —
Q3 2025
Shares 4,749 Value ($000) $507 Avg Close — Range —
Q2 2025
Shares 4,710 Value ($000) $501 Avg Close — Range —
Q1 2025
Shares 4,800 Value ($000) $507 Avg Close — Range —
Q4 2024
Shares 4,194 Value ($000) $442 Avg Close — Range —
Q3 2024
Shares 3,841 Value ($000) $408 Avg Close — Range —
Q2 2024
Shares 3,954 Value ($000) $413 Avg Close — Range —
Q1 2024
Shares 1,829 Value ($000) $192 Avg Close — Range —
Q4 2023
Shares 1,946 Value ($000) $205 Avg Close — Range —