HEALTHCARE RLTY TR

Ticker: HR CUSIP: 42226K105 Class: REIT

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 13,027 Value ($000) $221 Avg Close — Range —
Q3 2025
Shares 12,992 Value ($000) $234 Avg Close — Range —
Q2 2025
Shares 12,909 Value ($000) $205 Avg Close — Range —
Q1 2025
Shares 14,260 Value ($000) $241 Avg Close — Range —
Q4 2024
Shares 14,240 Value ($000) $241 Avg Close — Range —
Q3 2024
Shares 14,691 Value ($000) $267 Avg Close — Range —
Q2 2024
Shares 12,926 Value ($000) $213 Avg Close — Range —
Q1 2024
Shares 12,926 Value ($000) $183 Avg Close — Range —
Q4 2023
Shares 13,143 Value ($000) $226 Avg Close — Range —