ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 4,330 Value ($000) $336 Avg Close — Range —
Q3 2025
Shares 2,895 Value ($000) $222 Avg Close — Range —
Q2 2025
Shares 2,836 Value ($000) $206 Avg Close — Range —
Q1 2025
Shares 3,588 Value ($000) $228 Avg Close — Range —
Q4 2024
Shares 4,481 Value ($000) $272 Avg Close — Range —
Q3 2024
Shares 7,320 Value ($000) $496 Avg Close — Range —
Q2 2024
Shares 8,395 Value ($000) $517 Avg Close — Range —