ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 3,470 Value ($000) $372 Avg Close — Range —
Q3 2025
Shares 3,959 Value ($000) $422 Avg Close — Range —
Q2 2025
Shares 3,945 Value ($000) $412 Avg Close — Range —
Q1 2025
Shares 5,627 Value ($000) $593 Avg Close — Range —
Q4 2024
Shares 6,232 Value ($000) $664 Avg Close — Range —
Q3 2024
Shares 6,189 Value ($000) $672 Avg Close — Range —
Q2 2024
Shares 6,158 Value ($000) $656 Avg Close — Range —
Q1 2024
Shares 5,846 Value ($000) $629 Avg Close — Range —
Q4 2023
Shares 5,825 Value ($000) $632 Avg Close — Range —
Q3 2023
Shares 5,817 Value ($000) $596 Avg Close — Range —
Q2 2023
Shares 8,533 Value ($000) $911 Avg Close — Range —
Q1 2023
Shares 8,489 Value ($000) $915 Avg Close — Range —
Q4 2022
Shares 14,950 Value ($000) $1,578 Avg Close — Range —
Q3 2022
Shares 2,000 Value ($000) $205 Avg Close — Range —