ISHARES TR

Ticker: IMCG CUSIP: 464288307 Class: MRGSTR MD CP GRW

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

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

Q4 2025
Shares 3,606 Value ($000) $288 Avg Close — Range —
Q3 2025
Shares 3,769 Value ($000) $312 Avg Close — Range —
Q2 2025
Shares 3,776 Value ($000) $303 Avg Close — Range —
Q4 2024
Shares 3,241 Value ($000) $245 Avg Close — Range —