ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 37,981 Value ($000) $4,068 Avg Close — Range —
Q3 2025
Shares 36,412 Value ($000) $3,877 Avg Close — Range —
Q2 2025
Shares 37,825 Value ($000) $3,952 Avg Close — Range —
Q1 2025
Shares 32,467 Value ($000) $3,423 Avg Close — Range —
Q4 2024
Shares 22,767 Value ($000) $2,426 Avg Close — Range —
Q3 2024
Shares 21,701 Value ($000) $2,357 Avg Close — Range —
Q2 2024
Shares 21,736 Value ($000) $2,316 Avg Close — Range —
Q1 2024
Shares 22,259 Value ($000) $2,395 Avg Close — Range —
Q4 2023
Shares 19,616 Value ($000) $2,127 Avg Close — Range —