ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Lakeshore Financial Planning, Inc.'s Holding History (CIK: 0002000571)

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

Q4 2025
Shares 1,892 Value ($000) $203 Avg Close — Range —
Q3 2025
Shares 1,967 Value ($000) $209 Avg Close — Range —
Q2 2025
Shares 2,169 Value ($000) $227 Avg Close — Range —
Q1 2025
Shares 2,319 Value ($000) $245 Avg Close — Range —
Q4 2024
Shares 2,561 Value ($000) $273 Avg Close — Range —
Q3 2024
Shares 2,665 Value ($000) $289 Avg Close — Range —
Q2 2024
Shares 2,765 Value ($000) $295 Avg Close — Range —
Q1 2024
Shares 3,281 Value ($000) $353 Avg Close — Range —
Q4 2023
Shares 3,637 Value ($000) $394 Avg Close — Range —
Q3 2023
Shares 3,637 Value ($000) $373 Avg Close — Range —