ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 8,517 Value ($000) $2,097 Avg Close — Range —
Q3 2025
Shares 31,731 Value ($000) $7,678 Avg Close — Range —
Q2 2025
Shares 34,639 Value ($000) $7,475 Avg Close — Range —
Q1 2025
Shares 32,274 Value ($000) $6,438 Avg Close — Range —
Q4 2024
Shares 27,134 Value ($000) $5,995 Avg Close — Range —
Q3 2024
Shares 3,945 Value ($000) $871 Avg Close — Range —
Q2 2024
Shares 3,683 Value ($000) $747 Avg Close — Range —
Q1 2024
Shares 5,615 Value ($000) $1,181 Avg Close — Range —