ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q3 2023
Shares 55,500 Value ($000) $5,691 Avg Close — Range —
Q2 2023
Shares 52,383 Value ($000) $5,591 Avg Close — Range —
Q1 2023
Shares 55,383 Value ($000) $5,967 Avg Close — Range —
Q4 2022
Shares 47,183 Value ($000) $4,979 Avg Close — Range —
Q3 2022
Shares 88,098 Value ($000) $9,037 Avg Close — Range —
Q2 2022
Shares 53,546 Value ($000) $5,695 Avg Close — Range —
Q1 2022
Shares 56,208 Value ($000) $6,163 Avg Close — Range —
Q4 2021
Shares 105,846 Value ($000) $12,308 Avg Close — Range —
Q3 2021
Shares 105,496 Value ($000) $12,256 Avg Close — Range —
Q2 2021
Shares 105,044 Value ($000) $12,311 Avg Close — Range —
Q1 2021
Shares 107,349 Value ($000) $12,458 Avg Close — Range —
Q4 2020
Shares 93,346 Value ($000) $10,940 Avg Close — Range —
Q3 2020
Shares 91,596 Value ($000) $10,619 Avg Close — Range —
Q2 2020
Shares 62,022 Value ($000) $7,157 Avg Close — Range —
Q1 2020
Shares 60,231 Value ($000) $6,807 Avg Close — Range —
Q4 2019
Shares 57,499 Value ($000) $6,550 Avg Close — Range —
Q3 2019
Shares 36,184 Value ($000) $4,129 Avg Close — Range —
Q2 2019
Shares 34,208 Value ($000) $3,869 Avg Close — Range —
Q1 2019
Shares 34,587 Value ($000) $3,846 Avg Close — Range —
Q4 2018
Shares 31,429 Value ($000) $3,427 Avg Close — Range —