White Lighthouse Investment Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.35M	Hold	12,636	–	–	0.19%	68
2025 Q4	$1.35M	Hold	12,636	–	–	0.19%	66
2025 Q3	$1.35M	Hold	12,636	–	–	0.21%	62
2025 Q2	$1.34M	Buy	12,636 +136	+1%	+$14.4K	0.22%	62
2025 Q1	$1.32M	Hold	12,500	–	–	0.24%	57
2024 Q4	$1.32M	Hold	12,500	–	–	0.23%	59
2024 Q3	$1.33M	Buy	12,500 +3,000	+32%	+$317K	0.24%	63
2024 Q2	$993K	Hold	9,500	–	–	0.19%	66
2024 Q1	$995K	Hold	9,500	–	–	0.2%	64
2023 Q4	$1M	Hold	9,500	–	–	0.22%	63
2023 Q3	$977K	Hold	9,500	–	–	0.24%	63
2023 Q2	$988K	Hold	9,500	–	–	0.24%	62
2023 Q1	$994K	Hold	9,500	–	–	0.25%	60
2022 Q4	$991K	Hold	9,500	–	–	0.27%	59
2022 Q3	$975K	Hold	9,500	–	–	0.28%	55
2022 Q2	$994K	Hold	9,500	–	–	0.28%	57
2022 Q1	$994K	Hold	9,500	–	–	0.25%	60
2021 Q4	$1.02M	Hold	9,500	–	–	0.25%	58
2021 Q3	$1.02M	Hold	9,500	–	–	0.27%	58
2021 Q2	$1.02M	Hold	9,500	–	–	0.28%	58
2021 Q1	$1.02M	Hold	9,500	–	–	0.31%	58
2020 Q4	$1.03M	Hold	9,500	–	–	0.33%	58
2020 Q3	$1.03M	Hold	9,500	–	–	0.36%	54
2020 Q2	$1.02M	Hold	9,500	–	–	0.38%	52
2020 Q1	$1.01M	Hold	9,500	–	–	0.42%	51
2019 Q4	$1.01M	Hold	9,500	–	–	0.37%	52
2019 Q3	$1.01M	Hold	9,500	–	–	0.41%	50
2019 Q2	$1.01M	Hold	9,500	–	–	0.42%	51
2019 Q1	$1.01M	Hold	9,500	–	–	0.46%	48
2018 Q4	$1M	Hold	9,500	–	–	0.55%	45
2018 Q3	$995K	Hold	9,500	–	–	0.51%	48
2018 Q2	$998K	Sell	9,500 -200	-2%	-$20.9K	0.55%	44
2018 Q1	$1.02M	Hold	9,700	–	–	0.58%	43
2017 Q4	$1.02M	Buy	+9,700	New	+$1.02M	0.58%	44