ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

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

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

Q4 2025
Shares 133,937 Value ($000) $13,378 Avg Close — Range —
Q3 2025
Shares 131,352 Value ($000) $13,168 Avg Close — Range —
Q2 2025
Shares 130,373 Value ($000) $12,933 Avg Close — Range —
Q1 2025
Shares 123,334 Value ($000) $12,200 Avg Close — Range —
Q4 2024
Shares 5,119 Value ($000) $496 Avg Close — Range —
Q3 2024
Shares 5,382 Value ($000) $545 Avg Close — Range —
Q2 2024
Shares 5,359 Value ($000) $520 Avg Close — Range —
Q1 2024
Shares 4,813 Value ($000) $471 Avg Close — Range —