ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

GRAND WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001939443)

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

Q4 2025
Shares 18,220 Value ($000) $1,952 Avg Close Range
Q3 2025
Shares 18,026 Value ($000) $1,920 Avg Close Range
Q2 2025
Shares 17,621 Value ($000) $1,841 Avg Close Range
Q1 2025
Shares 20,234 Value ($000) $2,133 Avg Close Range
Q4 2024
Shares 20,813 Value ($000) $2,218 Avg Close Range
Q3 2024
Shares 16,616 Value ($000) $1,805 Avg Close Range
Q2 2024
Shares 16,064 Value ($000) $1,712 Avg Close Range
Q1 2024
Shares 18,444 Value ($000) $1,985 Avg Close Range
Q4 2023
Shares 17,451 Value ($000) $1,892 Avg Close Range
Q3 2023
Shares 26,326 Value ($000) $2,699 Avg Close Range
Q2 2023
Shares 21,405 Value ($000) $2,285 Avg Close Range
Q1 2023
Shares 22,759 Value ($000) $2,452 Avg Close Range
Q4 2022
Shares 30,103 Value ($000) $3,176 Avg Close Range
Q3 2022
Shares 34,844 Value ($000) $3,574 Avg Close Range
Q2 2022
Shares 25,290 Value ($000) $2,690 Avg Close Range
Q1 2022
Shares 13,072 Value ($000) $1,433 Avg Close Range
Q4 2021
Shares 9,641 Value ($000) $1,121 Avg Close Range