ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Capasso Planning Partners LLC's Holding History (CIK: 0001911938)

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

Q4 2025
Shares 32,553 Value ($000) $3,487 Avg Close — Range —
Q3 2025
Shares 11,009 Value ($000) $1,172 Avg Close — Range —
Q2 2025
Shares 12,472 Value ($000) $1,303 Avg Close — Range —
Q1 2025
Shares 15,673 Value ($000) $1,653 Avg Close — Range —
Q4 2024
Shares 15,306 Value ($000) $1,631 Avg Close — Range —
Q3 2024
Shares 21,296 Value ($000) $2,313 Avg Close — Range —
Q2 2024
Shares 21,344 Value ($000) $2,274 Avg Close — Range —
Q1 2024
Shares 23,218 Value ($000) $2,498 Avg Close — Range —
Q4 2023
Shares 25,663 Value ($000) $2,782 Avg Close — Range —
Q3 2023
Shares 22,119 Value ($000) $2,268 Avg Close — Range —
Q2 2023
Shares 27,874 Value ($000) $2,975 Avg Close — Range —
Q1 2023
Shares 32,402 Value ($000) $3,491 Avg Close — Range —
Q4 2022
Shares 34,322 Value ($000) $3,622 Avg Close — Range —
Q3 2022
Shares 32,495 Value ($000) $3,333 Avg Close — Range —
Q2 2022
Shares 33,336 Value ($000) $3,546 Avg Close — Range —
Q1 2022
Shares 30,543 Value ($000) $3,349 Avg Close — Range —
Q4 2021
Shares 16,354 Value ($000) $1,902 Avg Close — Range —