ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

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

Q4 2025
Shares 6,982 Value ($000) $748 Avg Close — Range —
Q3 2025
Shares 6,982 Value ($000) $743 Avg Close — Range —
Q2 2025
Shares 6,982 Value ($000) $729 Avg Close — Range —
Q1 2025
Shares 6,982 Value ($000) $736 Avg Close — Range —
Q4 2024
Shares 6,982 Value ($000) $743 Avg Close — Range —
Q3 2024
Shares 6,982 Value ($000) $758 Avg Close — Range —
Q2 2024
Shares 6,982 Value ($000) $744 Avg Close — Range —
Q1 2024
Shares 6,982 Value ($000) $751 Avg Close — Range —
Q4 2023
Shares 6,982 Value ($000) $757 Avg Close — Range —
Q3 2023
Shares 6,982 Value ($000) $721 Avg Close — Range —
Q2 2023
Shares 6,982 Value ($000) $745 Avg Close — Range —
Q1 2023
Shares 6,982 Value ($000) $752 Avg Close — Range —
Q4 2022
Shares 6,982 Value ($000) $737 Avg Close — Range —
Q3 2022
Shares 6,982 Value ($000) $710 Avg Close — Range —
Q2 2022
Shares 6,982 Value ($000) $751 Avg Close — Range —
Q1 2022
Shares 7,327 Value ($000) $803 Avg Close — Range —
Q4 2021
Shares 7,118 Value ($000) $827 Avg Close — Range —
Q3 2021
Shares 7,242 Value ($000) $841 Avg Close — Range —
Q2 2021
Shares 7,044 Value ($000) $826 Avg Close — Range —
Q1 2021
Shares 6,325 Value ($000) $741 Avg Close — Range —
Q4 2020
Shares 7,290 Value ($000) $845 Avg Close — Range —
Q3 2020
Shares 5,875 Value ($000) $676 Avg Close — Range —
Q2 2020
Shares 7,290 Value ($000) $841 Avg Close — Range —
Q1 2020
Shares 7,239 Value ($000) $805 Avg Close — Range —
Q4 2019
Shares 3,410 Value ($000) $394 Avg Close — Range —
Q3 2019
Shares 2,944 Value ($000) $336 Avg Close — Range —
Q2 2019
Shares 3,206 Value ($000) $363 Avg Close — Range —
Q1 2019
Shares 3,287 Value ($000) $364 Avg Close — Range —
Q4 2018
Shares 3,037 Value ($000) $331 Avg Close — Range —
Q3 2018
Shares 3,103 Value ($000) $331 Avg Close — Range —
Q2 2018
Shares 4,132 Value ($000) $450 Avg Close — Range —
Q1 2018
Shares 4,132 Value ($000) $450 Avg Close — Range —
Q4 2017
Shares 5,957 Value ($000) $660 Avg Close — Range —
Q3 2017
Shares 4,812 Value ($000) $534 Avg Close — Range —
Q2 2017
Shares 4,315 Value ($000) $475 Avg Close — Range —
Q3 2015
Shares 4,000 Value ($000) $438 Avg Close — Range —