ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Waterford Advisors, LLC's Holding History (CIK: 0001960657)

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

Q3 2025
Shares 33,098 Value ($000) $3,525 Avg Close — Range —
Q2 2025
Shares 1,044 Value ($000) $3,595 Avg Close — Range —
Q1 2025
Shares 37,233 Value ($000) $3,926 Avg Close — Range —
Q3 2024
Shares 40,639 Value ($000) $4,415 Avg Close — Range —
Q2 2024
Shares 62,366 Value ($000) $6,645 Avg Close — Range —
Q1 2024
Shares 63,603 Value ($000) $6,844 Avg Close — Range —
Q4 2023
Shares 61,433 Value ($000) $6,660 Avg Close — Range —
Q3 2023
Shares 81,558 Value ($000) $8,363 Avg Close — Range —
Q2 2023
Shares 80,782 Value ($000) $9 Avg Close — Range —