ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 17,920 Value ($000) $1,919 Avg Close — Range —
Q3 2025
Shares 22,894 Value ($000) $2,438 Avg Close — Range —
Q2 2025
Shares 25,845 Value ($000) $2,700 Avg Close — Range —
Q1 2025
Shares 26,638 Value ($000) $2,809 Avg Close — Range —
Q4 2024
Shares 26,637 Value ($000) $2,838 Avg Close — Range —
Q3 2024
Shares 27,949 Value ($000) $3,036 Avg Close — Range —
Q2 2024
Shares 28,054 Value ($000) $2,989 Avg Close — Range —
Q1 2024
Shares 35,443 Value ($000) $3,814 Avg Close — Range —
Q4 2023
Shares 35,484 Value ($000) $3,847 Avg Close — Range —
Q3 2023
Shares 35,810 Value ($000) $3,672 Avg Close — Range —
Q2 2023
Shares 35,817 Value ($000) $3,823 Avg Close — Range —
Q1 2023
Shares 35,927 Value ($000) $3,871 Avg Close — Range —
Q4 2022
Shares 36,526 Value ($000) $3,854 Avg Close — Range —
Q3 2022
Shares 36,729 Value ($000) $3,768 Avg Close — Range —