ISHARES TR

Ticker: ACWI CUSIP: 464288257 Class: MSCI ACWI ETF

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

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

Q4 2025
Shares 7,908 Value ($000) $1,119 Avg Close — Range —
Q3 2025
Shares 8,067 Value ($000) $1,115 Avg Close — Range —
Q2 2025
Shares 8,318 Value ($000) $1,070 Avg Close — Range —
Q1 2025
Shares 2,368 Value ($000) $276 Avg Close — Range —
Q4 2024
Shares 2,329 Value ($000) $274 Avg Close — Range —
Q3 2024
Shares 2,422 Value ($000) $290 Avg Close — Range —
Q2 2024
Shares 2,430 Value ($000) $273 Avg Close — Range —
Q1 2024
Shares 2,593 Value ($000) $286 Avg Close — Range —
Q4 2023
Shares 2,401 Value ($000) $244 Avg Close — Range —