ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 10,239 Value ($000) $1,097 Avg Close — Range —
Q2 2025
Shares 8,834 Value ($000) $923 Avg Close — Range —