ISHARES TR

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

Wingate Wealth Advisors, Inc.'s Holding History (CIK: 0002041800)

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

Q4 2025
Shares 12,210 Value ($000) $1,303 Avg Close — Range —
Q3 2025
Shares 5,434 Value ($000) $580 Avg Close — Range —
Q2 2025
Shares 5,477 Value ($000) $582 Avg Close — Range —
Q1 2025
Shares 6,072 Value ($000) $641 Avg Close — Range —
Q4 2024
Shares 6,238 Value ($000) $658 Avg Close — Range —