ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

LYELL WEALTH MANAGEMENT, LP's Holding History (CIK: 0001686444)

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

Q4 2023
Shares 3,485 Value ($000) $378 Avg Close — Range —
Q3 2023
Shares 3,485 Value ($000) $357 Avg Close — Range —
Q2 2023
Shares 3,485 Value ($000) $372 Avg Close — Range —
Q1 2023
Shares 3,485 Value ($000) $375 Avg Close — Range —
Q4 2022
Shares 3,485 Value ($000) $368 Avg Close — Range —
Q3 2022
Shares 3,485 Value ($000) $357 Avg Close — Range —
Q2 2022
Shares 3,825 Value ($000) $407 Avg Close — Range —
Q1 2022
Shares 3,345 Value ($000) $367 Avg Close — Range —
Q4 2021
Shares 3,090 Value ($000) $359 Avg Close — Range —
Q3 2021
Shares 3,090 Value ($000) $359 Avg Close — Range —
Q2 2021
Shares 3,090 Value ($000) $362 Avg Close — Range —
Q1 2021
Shares 3,190 Value ($000) $370 Avg Close — Range —
Q4 2020
Shares 2,965 Value ($000) $347 Avg Close — Range —