ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Windward Private Wealth Management Inc.'s Holding History (CIK: 0001835866)

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

Q4 2025
Shares 26,661 Value ($000) $2,856 Avg Close — Range —
Q3 2025
Shares 27,127 Value ($000) $2,889 Avg Close — Range —
Q2 2025
Shares 26,746 Value ($000) $2,794 Avg Close — Range —
Q1 2025
Shares 15,526 Value ($000) $1,637 Avg Close — Range —
Q4 2024
Shares 15,526 Value ($000) $1,654 Avg Close — Range —
Q3 2024
Shares 15,526 Value ($000) $1,687 Avg Close — Range —
Q2 2024
Shares 15,645 Value ($000) $1,667 Avg Close — Range —
Q1 2024
Shares 15,645 Value ($000) $1,683 Avg Close — Range —
Q4 2023
Shares 17,756 Value ($000) $1,925 Avg Close — Range —
Q3 2023
Shares 8,658 Value ($000) $888 Avg Close — Range —
Q2 2023
Shares 8,063 Value ($000) $861 Avg Close — Range —
Q1 2023
Shares 8,063 Value ($000) $869 Avg Close — Range —
Q4 2022
Shares 8,063 Value ($000) $851 Avg Close — Range —
Q3 2022
Shares 4,613 Value ($000) $473 Avg Close — Range —