ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Lee Financial Co's Holding History (CIK: 0001391166)

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

Q4 2025
Shares 2,737 Value ($000) $293 Avg Close — Range —
Q3 2025
Shares 2,734 Value ($000) $291 Avg Close — Range —
Q2 2025
Shares 5,207 Value ($000) $544 Avg Close — Range —
Q1 2025
Shares 5,732 Value ($000) $604 Avg Close — Range —
Q4 2024
Shares 5,584 Value ($000) $595 Avg Close — Range —
Q3 2024
Shares 5,290 Value ($000) $575 Avg Close — Range —
Q2 2024
Shares 5,200 Value ($000) $554 Avg Close — Range —
Q1 2024
Shares 5,200 Value ($000) $560 Avg Close — Range —
Q4 2023
Shares 5,055 Value ($000) $548 Avg Close — Range —
Q3 2023
Shares 55 Value ($000) $6 Avg Close — Range —
Q2 2023
Shares 55 Value ($000) $6 Avg Close — Range —
Q1 2023
Shares 55 Value ($000) $6 Avg Close — Range —
Q2 2022
Shares 89 Value ($000) $9 Avg Close — Range —