ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

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

Q4 2025
Shares 5,686 Value ($000) $803 Avg Close — Range —
Q3 2025
Shares 5,686 Value ($000) $808 Avg Close — Range —
Q2 2025
Shares 5,722 Value ($000) $760 Avg Close — Range —
Q1 2025
Shares 6,237 Value ($000) $838 Avg Close — Range —
Q4 2024
Shares 8,151 Value ($000) $1,070 Avg Close — Range —
Q3 2024
Shares 6,903 Value ($000) $932 Avg Close — Range —
Q2 2024
Shares 6,903 Value ($000) $835 Avg Close — Range —
Q1 2024
Shares 6,562 Value ($000) $808 Avg Close — Range —
Q4 2023
Shares 7,182 Value ($000) $842 Avg Close — Range —
Q3 2023
Shares 7,146 Value ($000) $769 Avg Close — Range —
Q2 2023
Shares 8,761 Value ($000) $993 Avg Close — Range —
Q1 2023
Shares 4,306 Value ($000) $505 Avg Close — Range —
Q4 2022
Shares 2,049 Value ($000) $247 Avg Close — Range —