ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Whitegate Investment Counselors, Inc.'s Holding History (CIK: 0001667102)

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

Q4 2025
Shares 2,765 Value ($000) $296 Avg Close — Range —
Q3 2025
Shares 2,765 Value ($000) $294 Avg Close — Range —
Q2 2025
Shares 10,060 Value ($000) $1,051 Avg Close — Range —
Q1 2025
Shares 33,320 Value ($000) $3,513 Avg Close — Range —
Q4 2024
Shares 34,030 Value ($000) $3,626 Avg Close — Range —
Q3 2024
Shares 37,285 Value ($000) $4,050 Avg Close — Range —
Q2 2024
Shares 37,285 Value ($000) $3,973 Avg Close — Range —
Q1 2024
Shares 38,895 Value ($000) $4,185 Avg Close — Range —
Q4 2023
Shares 38,710 Value ($000) $4,197 Avg Close — Range —
Q3 2023
Shares 35,975 Value ($000) $3,689 Avg Close — Range —
Q2 2023
Shares 28,970 Value ($000) $3,092 Avg Close — Range —
Q1 2023
Shares 27,720 Value ($000) $2,987 Avg Close — Range —
Q4 2022
Shares 27,670 Value ($000) $3 Avg Close — Range —
Q3 2022
Shares 37,260 Value ($000) $3,822 Avg Close — Range —
Q2 2022
Shares 25,910 Value ($000) $2,756 Avg Close — Range —