ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 347,160 Value ($000) $58,302 Avg Close — Range —
Q3 2025
Shares 365,243 Value ($000) $60,097 Avg Close — Range —
Q2 2025
Shares 379,455 Value ($000) $57,070 Avg Close — Range —
Q1 2025
Shares 235,919 Value ($000) $29,981 Avg Close — Range —
Q4 2024
Shares 227,598 Value ($000) $31,716 Avg Close — Range —
Q3 2024
Shares 228,271 Value ($000) $30,111 Avg Close — Range —
Q2 2024
Shares 225,474 Value ($000) $28,743 Avg Close — Range —
Q1 2024
Shares 232,553 Value ($000) $27,258 Avg Close — Range —
Q4 2023
Shares 233,876 Value ($000) $24,346 Avg Close — Range —
Q3 2023
Shares 229,348 Value ($000) $21,749 Avg Close — Range —
Q2 2023
Shares 232,022 Value ($000) $22,655 Avg Close — Range —
Q1 2023
Shares 197,730 Value ($000) $17,552 Avg Close — Range —
Q4 2022
Shares 370,802 Value ($000) $30,228 Avg Close — Range —
Q3 2022
Shares 222,202 Value ($000) $17,816 Avg Close — Range —
Q2 2022
Shares 206,744 Value ($000) $17,304 Avg Close — Range —
Q1 2022
Shares 212,744 Value ($000) $22,479 Avg Close — Range —
Q4 2021
Shares 11,459 Value ($000) $1,325 Avg Close — Range —