ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

West Financial Advisors, LLC's Holding History (CIK: 0001843684)

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

Q4 2025
Shares 47 Value ($000) $5 Avg Close — Range —
Q3 2025
Shares 4 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 5,582 Value ($000) $583 Avg Close — Range —
Q1 2025
Shares 6,795 Value ($000) $716 Avg Close — Range —
Q4 2024
Shares 6,718 Value ($000) $716 Avg Close — Range —
Q3 2024
Shares 6,714 Value ($000) $729 Avg Close — Range —
Q2 2024
Shares 6,714 Value ($000) $715 Avg Close — Range —
Q1 2024
Shares 9,354 Value ($000) $1,006 Avg Close — Range —
Q4 2023
Shares 6,707 Value ($000) $727 Avg Close — Range —
Q3 2023
Shares 7,553 Value ($000) $774 Avg Close — Range —
Q2 2023
Shares 6,696 Value ($000) $715 Avg Close — Range —
Q1 2023
Shares 6,719 Value ($000) $724 Avg Close — Range —
Q4 2022
Shares 5,605 Value ($000) $591 Avg Close — Range —
Q3 2022
Shares 321,385 Value ($000) $32,968 Avg Close — Range —
Q2 2022
Shares 249,286 Value ($000) $26,514 Avg Close — Range —
Q1 2022
Shares 272,750 Value ($000) $29,904 Avg Close — Range —
Q4 2021
Shares 270,614 Value ($000) $31,467 Avg Close — Range —
Q3 2021
Shares 324,673 Value ($000) $37,717 Avg Close — Range —
Q2 2021
Shares 314,117 Value ($000) $36,815 Avg Close — Range —
Q1 2021
Shares 307,868 Value ($000) $35,728 Avg Close — Range —
Q4 2020
Shares 306,314 Value ($000) $35,900 Avg Close — Range —