ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 122,377 Value ($000) $14,707 Avg Close — Range —
Q3 2025
Shares 116,722 Value ($000) $13,870 Avg Close — Range —
Q2 2025
Shares 126,167 Value ($000) $13,789 Avg Close — Range —
Q1 2025
Shares 34,806 Value ($000) $3,640 Avg Close — Range —
Q4 2024
Shares 29,633 Value ($000) $3,414 Avg Close — Range —
Q3 2024
Shares 30,832 Value ($000) $3,605 Avg Close — Range —
Q2 2024
Shares 30,635 Value ($000) $3,268 Avg Close — Range —
Q1 2024
Shares 14,469 Value ($000) $1,599 Avg Close — Range —
Q4 2023
Shares 11,311 Value ($000) $1,224 Avg Close — Range —