ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 2,294 Value ($000) $887 Avg Close — Range —
Q3 2025
Shares 2,394 Value ($000) $907 Avg Close — Range —
Q2 2025
Shares 2,394 Value ($000) $840 Avg Close — Range —
Q1 2025
Shares 2,330 Value ($000) $740 Avg Close — Range —