ISHARES TR

Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF

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

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

Q4 2025
Shares 28,229 Value ($000) $3,103 Avg Close — Range —
Q3 2025
Shares 29,959 Value ($000) $3,332 Avg Close — Range —
Q2 2025
Shares 34,322 Value ($000) $3,777 Avg Close — Range —
Q1 2025
Shares 7,660 Value ($000) $851 Avg Close — Range —
Q4 2024
Shares 6,477 Value ($000) $690 Avg Close — Range —
Q3 2024
Shares 7,403 Value ($000) $818 Avg Close — Range —
Q2 2024
Shares 6,718 Value ($000) $717 Avg Close — Range —
Q1 2024
Shares 5,766 Value ($000) $619 Avg Close — Range —
Q4 2023
Shares 6,030 Value ($000) $648 Avg Close — Range —