ISHARES TR

Ticker: IYF CUSIP: 464287788 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 2,286 Value ($000) $295 Avg Close — Range —
Q3 2025
Shares 3,006 Value ($000) $381 Avg Close — Range —
Q2 2025
Shares 3,005 Value ($000) $364 Avg Close — Range —
Q1 2025
Shares 3,045 Value ($000) $344 Avg Close — Range —
Q4 2024
Shares 3,081 Value ($000) $341 Avg Close — Range —
Q3 2024
Shares 2,782 Value ($000) $289 Avg Close — Range —
Q2 2024
Shares 2,781 Value ($000) $263 Avg Close — Range —
Q1 2024
Shares 2,118 Value ($000) $203 Avg Close — Range —