ISHARES TR

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

Partners in Financial Planning's Holding History (CIK: 0002054264)

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

Q4 2025
Shares 100,240 Value ($000) $10,696 Avg Close — Range —
Q3 2025
Shares 97,955 Value ($000) $10,460 Avg Close — Range —
Q2 2025
Shares 91,451 Value ($000) $9,725 Avg Close — Range —
Q1 2025
Shares 84,273 Value ($000) $8,899 Avg Close — Range —
Q4 2024
Shares 84,962 Value ($000) $8,962 Avg Close — Range —
Q3 2024
Shares 86,422 Value ($000) $9,177 Avg Close — Range —
Q2 2024
Shares 81,541 Value ($000) $8,525 Avg Close — Range —
Q1 2024
Shares 82,242 Value ($000) $8,613 Avg Close — Range —
Q4 2023
Shares 79,952 Value ($000) $8,429 Avg Close — Range —
Q3 2023
Shares 85,254 Value ($000) $8,769 Avg Close — Range —
Q2 2023
Shares 79,268 Value ($000) $8,247 Avg Close — Range —
Q1 2023
Shares 70,300 Value ($000) $7,359 Avg Close — Range —
Q4 2022
Shares 71,391 Value ($000) $7,450 Avg Close — Range —
Q3 2022
Shares 25,428 Value ($000) $2,638 Avg Close — Range —
Q2 2022
Shares 10,473 Value ($000) $1,090 Avg Close — Range —