ISHARES TR

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

BWM Planning, LLC's Holding History (CIK: 0002039698)

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

Q4 2025
Shares 25,806 Value ($000) $2,754 Avg Close — Range —
Q3 2025
Shares 8,726 Value ($000) $932 Avg Close — Range —
Q2 2025
Shares 7,285 Value ($000) $775 Avg Close — Range —
Q1 2025
Shares 7,334 Value ($000) $774 Avg Close — Range —
Q4 2024
Shares 6,542 Value ($000) $690 Avg Close — Range —