ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

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

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

Q4 2025
Shares 433,974 Value ($000) $35,942 Avg Close — Range —
Q3 2025
Shares 417,575 Value ($000) $34,642 Avg Close — Range —
Q2 2025
Shares 464,347 Value ($000) $38,476 Avg Close — Range —
Q1 2025
Shares 392,219 Value ($000) $32,448 Avg Close — Range —
Q4 2024
Shares 371,387 Value ($000) $30,446 Avg Close — Range —
Q3 2024
Shares 87,671 Value ($000) $7,290 Avg Close — Range —
Q2 2024
Shares 82,567 Value ($000) $6,742 Avg Close — Range —
Q1 2024
Shares 60,131 Value ($000) $4,918 Avg Close — Range —
Q4 2023
Shares 12,460 Value ($000) $1,022 Avg Close — Range —