ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

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

Q4 2025
Shares 13,119 Value ($000) $1,412 Avg Close — Range —
Q3 2025
Shares 13,529 Value ($000) $1,439 Avg Close — Range —
Q2 2025
Shares 13,681 Value ($000) $1,422 Avg Close — Range —
Q1 2025
Shares 13,626 Value ($000) $1,441 Avg Close — Range —
Q4 2024
Shares 13,656 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 13,986 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 12,399 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 12,661 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 12,771 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 4,935 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 4,080 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 1,865 Value ($000) $0 Avg Close — Range —