ISHARES TR

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

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q4 2025
Shares 201 Value ($000) $21 Avg Close — Range —
Q3 2023
Shares 390 Value ($000) $40 Avg Close — Range —
Q2 2023
Shares 390 Value ($000) $41 Avg Close — Range —
Q1 2023
Shares 1,220 Value ($000) $128 Avg Close — Range —