ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 34,220 Value ($000) $3,665 Avg Close — Range —
Q3 2025
Shares 43,749 Value ($000) $4,659 Avg Close — Range —
Q2 2025
Shares 45,843 Value ($000) $4,790 Avg Close — Range —
Q1 2025
Shares 38,192 Value ($000) $4,027 Avg Close — Range —
Q4 2024
Shares 35,465 Value ($000) $3,779 Avg Close — Range —
Q3 2024
Shares 37,282 Value ($000) $4,050 Avg Close — Range —
Q2 2024
Shares 35,657 Value ($000) $3,799 Avg Close — Range —
Q1 2024
Shares 34,177 Value ($000) $3,677 Avg Close — Range —
Q4 2023
Shares 36,101 Value ($000) $3,914 Avg Close — Range —
Q3 2023
Shares 41,169 Value ($000) $4,221 Avg Close — Range —
Q2 2023
Shares 41,927 Value ($000) $4,475 Avg Close — Range —
Q1 2023
Shares 41,882 Value ($000) $4,512 Avg Close — Range —
Q4 2022
Shares 38,909 Value ($000) $4,106 Avg Close — Range —
Q3 2022
Shares 39,916 Value ($000) $4,095 Avg Close — Range —
Q2 2022
Shares 41,871 Value ($000) $4,453 Avg Close — Range —
Q1 2022
Shares 40,767 Value ($000) $4,470 Avg Close — Range —
Q4 2021
Shares 39,459 Value ($000) $4,588 Avg Close — Range —
Q3 2021
Shares 35,732 Value ($000) $4,151 Avg Close — Range —
Q2 2021
Shares 32,444 Value ($000) $3,802 Avg Close — Range —
Q1 2021
Shares 28,715 Value ($000) $3,332 Avg Close — Range —