ISHARES TR

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

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025

Shares 21,830 Value ($000) $2,329 Avg Close — Range —

Q3 2025

Shares 7,925 Value ($000) $846 Avg Close — Range —

Q2 2025

Shares 5,956 Value ($000) $633 Avg Close — Range —

Q1 2025

Shares 3,758 Value ($000) $397 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	21,830	$2,329	—	—
Q3 2025	7,925	$846	—	—
Q2 2025	5,956	$633	—	—
Q1 2025	3,758	$397	—	—