ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

INSTRUMENTAL WEALTH, LLC's Holding History (CIK: 0001976010)

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

Q3 2025
Shares 5,144 Value ($000) $552 Avg Close — Range —
Q2 2025
Shares 5,122 Value ($000) $531 Avg Close — Range —
Q1 2025
Shares 5,110 Value ($000) $532 Avg Close — Range —
Q2 2024
Shares 1,877 Value ($000) $201 Avg Close — Range —