ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

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

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

Q4 2025
Shares 168,337 Value ($000) $16,187 Avg Close — Range —
Q3 2025
Shares 160,552 Value ($000) $15,487 Avg Close — Range —
Q2 2025
Shares 167,765 Value ($000) $16,067 Avg Close — Range —
Q1 2025
Shares 78,882 Value ($000) $7,523 Avg Close — Range —
Q4 2024
Shares 67,171 Value ($000) $6,210 Avg Close — Range —
Q3 2024
Shares 50,056 Value ($000) $4,912 Avg Close — Range —
Q2 2024
Shares 42,609 Value ($000) $3,990 Avg Close — Range —
Q1 2024
Shares 45,106 Value ($000) $4,270 Avg Close — Range —
Q4 2023
Shares 41,681 Value ($000) $4,018 Avg Close — Range —