ISHARES TR

Ticker: TLT CUSIP: 464287432 Class: 20 YR TR BD ETF

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

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

Q4 2025
Shares 31,199 Value ($000) $2,719 Avg Close — Range —
Q3 2025
Shares 29,526 Value ($000) $2,639 Avg Close — Range —
Q2 2025
Shares 53,733 Value ($000) $4,742 Avg Close — Range —
Q1 2025
Shares 51,959 Value ($000) $4,730 Avg Close — Range —
Q4 2024
Shares 73,417 Value ($000) $6,411 Avg Close — Range —
Q3 2024
Shares 38,497 Value ($000) $3,777 Avg Close — Range —
Q2 2024
Shares 28,453 Value ($000) $2,611 Avg Close — Range —
Q1 2024
Shares 19,305 Value ($000) $1,827 Avg Close — Range —