ISHARES TR

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

Apex Wealth Management, LLC's Holding History (CIK: 0002056695)

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

Q4 2025
Shares 4,227 Value ($000) $453 Avg Close Range
Q3 2025
Shares 39,242 Value ($000) $4,190 Avg Close Range
Q2 2025
Shares 35,345 Value ($000) $3,759 Avg Close Range
Q1 2025
Shares 35,423 Value ($000) $3,741 Avg Close Range
Q4 2024
Shares 22,077 Value ($000) $2,329 Avg Close Range