ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

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

Q4 2025
Shares 47,926 Value ($000) $6,760 Avg Close — Range —
Q3 2025
Shares 48,298 Value ($000) $6,746 Avg Close — Range —
Q2 2025
Shares 48,412 Value ($000) $6,397 Avg Close — Range —
Q1 2025
Shares 48,377 Value ($000) $6,094 Avg Close — Range —
Q4 2024
Shares 49,104 Value ($000) $6,351 Avg Close — Range —
Q3 2024
Shares 32,883 Value ($000) $4,349 Avg Close — Range —
Q2 2024
Shares 32,284 Value ($000) $3,898 Avg Close — Range —
Q1 2024
Shares 32,615 Value ($000) $4,088 Avg Close — Range —
Q4 2023
Shares 32,519 Value ($000) $3,782 Avg Close — Range —
Q3 2023
Shares 32,860 Value ($000) $3,429 Avg Close — Range —
Q2 2023
Shares 33,067 Value ($000) $3,632 Avg Close — Range —
Q1 2023
Shares 2,070 Value ($000) $220 Avg Close — Range —
Q4 2022
Shares 2,070 Value ($000) $218 Avg Close — Range —
Q1 2022
Shares 2,206 Value ($000) $264 Avg Close — Range —
Q4 2021
Shares 1,871 Value ($000) $229 Avg Close — Range —
Q3 2021
Shares 1,839 Value ($000) $208 Avg Close — Range —
Q2 2021
Shares 2,032 Value ($000) $234 Avg Close — Range —
Q1 2021
Shares 3,817 Value ($000) $417 Avg Close — Range —
Q4 2020
Shares 2,067 Value ($000) $200 Avg Close — Range —