ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 6,440 Value ($000) $2,405 Avg Close — Range —
Q3 2025
Shares 2,500 Value ($000) $914 Avg Close — Range —
Q2 2025
Shares 2,333 Value ($000) $792 Avg Close — Range —
Q1 2025
Shares 2,280 Value ($000) $699 Avg Close — Range —
Q4 2024
Shares 1,345 Value ($000) $433 Avg Close — Range —
Q3 2024
Shares 1,121 Value ($000) $352 Avg Close — Range —
Q2 2024
Shares 1,121 Value ($000) $334 Avg Close — Range —
Q1 2024
Shares 1,121 Value ($000) $323 Avg Close — Range —
Q4 2023
Shares 1,121 Value ($000) $294 Avg Close — Range —