ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Sage Financial Management Group, Inc.'s Holding History (CIK: 0001762086)

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

Q4 2025
Shares 12,852 Value ($000) $1,377 Avg Close — Range —
Q3 2025
Shares 13,272 Value ($000) $1,413 Avg Close — Range —
Q2 2025
Shares 13,343 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 15,775 Value ($000) $2 Avg Close — Range —
Q4 2024
Shares 16,345 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 16,656 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 12,602 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 13,421 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 9,755 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 8,448 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 10,931 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 58,678 Value ($000) $6,019 Avg Close — Range —
Q2 2022
Shares 60,283 Value ($000) $6,412 Avg Close — Range —