ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 2,042 Value ($000) $288 Avg Close — Range —
Q3 2025
Shares 2,026 Value ($000) $283 Avg Close — Range —
Q2 2025
Shares 2,563 Value ($000) $339 Avg Close — Range —
Q1 2025
Shares 2,036 Value ($000) $256 Avg Close — Range —
Q4 2024
Shares 2,041 Value ($000) $264 Avg Close — Range —