ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2025
Shares 11,884 Value ($000) $1,266 Avg Close — Range —
Q2 2025
Shares 10,821 Value ($000) $1,131 Avg Close — Range —
Q1 2025
Shares 10,051 Value ($000) $1,060 Avg Close — Range —
Q4 2024
Shares 10,013 Value ($000) $1,067 Avg Close — Range —
Q3 2024
Shares 8,467 Value ($000) $920 Avg Close — Range —
Q2 2024
Shares 7,755 Value ($000) $826 Avg Close — Range —
Q1 2024
Shares 7,052 Value ($000) $759 Avg Close — Range —
Q4 2023
Shares 5,589 Value ($000) $606 Avg Close — Range —
Q3 2023
Shares 3,685 Value ($000) $378 Avg Close — Range —
Q2 2023
Shares 3,706 Value ($000) $396 Avg Close — Range —
Q1 2023
Shares 3,615 Value ($000) $389 Avg Close — Range —
Q4 2022
Shares 6,716 Value ($000) $709 Avg Close — Range —