ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 30,359 Value ($000) $2,004 Avg Close — Range —
Q3 2025
Shares 14,716 Value ($000) $960 Avg Close — Range —
Q2 2025
Shares 15,575 Value ($000) $966 Avg Close — Range —
Q1 2025
Shares 15,658 Value ($000) $914 Avg Close — Range —
Q4 2024
Shares 12,349 Value ($000) $769 Avg Close — Range —
Q3 2024
Shares 9,169 Value ($000) $571 Avg Close — Range —
Q2 2024
Shares 7,454 Value ($000) $436 Avg Close — Range —
Q1 2024
Shares 5,972 Value ($000) $363 Avg Close — Range —
Q4 2023
Shares 975 Value ($000) $270 Avg Close — Range —