ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Orgel Wealth Management, LLC's Holding History (CIK: 0001658535)

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

Q4 2025
Shares 2,615,919 Value ($000) $280,191 Avg Close — Range —
Q3 2025
Shares 2,569,238 Value ($000) $273,598 Avg Close — Range —
Q2 2025
Shares 2,545,255 Value ($000) $265,928 Avg Close — Range —
Q1 2025
Shares 3,390,855 Value ($000) $357,532 Avg Close — Range —
Q4 2024
Shares 3,366,629 Value ($000) $358,714 Avg Close — Range —
Q3 2024
Shares 3,672,755 Value ($000) $398,971 Avg Close — Range —
Q2 2024
Shares 3,592,504 Value ($000) $382,781 Avg Close — Range —
Q1 2024
Shares 3,768,347 Value ($000) $405,474 Avg Close — Range —
Q4 2023
Shares 3,827,435 Value ($000) $414,932 Avg Close — Range —
Q3 2023
Shares 280,978 Value ($000) $28,811 Avg Close — Range —
Q2 2023
Shares 309,781 Value ($000) $33,063 Avg Close — Range —
Q1 2023
Shares 306,627 Value ($000) $33,036 Avg Close — Range —
Q4 2022
Shares 328,463 Value ($000) $34,659 Avg Close — Range —
Q3 2022
Shares 52,263 Value ($000) $5,361 Avg Close — Range —
Q2 2022
Shares 5,367 Value ($000) $571 Avg Close — Range —
Q1 2022
Shares 523,829 Value ($000) $57,433 Avg Close — Range —
Q4 2021
Shares 541,375 Value ($000) $62,951 Avg Close — Range —
Q3 2021
Shares 549,818 Value ($000) $63,872 Avg Close — Range —
Q2 2021
Shares 554,645 Value ($000) $65,004 Avg Close — Range —
Q1 2021
Shares 570,035 Value ($000) $66,153 Avg Close — Range —
Q4 2020
Shares 646,809 Value ($000) $75,806 Avg Close — Range —
Q3 2020
Shares 731,763 Value ($000) $84,833 Avg Close — Range —
Q2 2020
Shares 877,369 Value ($000) $101,248 Avg Close — Range —
Q1 2020
Shares 1,014,851 Value ($000) $114,688 Avg Close — Range —
Q4 2019
Shares 1,251,891 Value ($000) $142,603 Avg Close — Range —
Q3 2019
Shares 1,274,607 Value ($000) $145,433 Avg Close — Range —
Q2 2019
Shares 1,288,003 Value ($000) $145,660 Avg Close — Range —
Q1 2019
Shares 1,310,391 Value ($000) $145,691 Avg Close — Range —
Q4 2018
Shares 1,370,907 Value ($000) $149,484 Avg Close — Range —
Q2 2018
Shares 7,372 Value ($000) $804 Avg Close — Range —
Q1 2018
Shares 9,787 Value ($000) $1,066 Avg Close — Range —
Q4 2017
Shares 24,365 Value ($000) $2,698 Avg Close — Range —
Q4 2016
Shares 5,121 Value ($000) $554 Avg Close — Range —