ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

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

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

Q4 2025
Shares 23,243 Value ($000) $2,490 Avg Close — Range —
Q3 2025
Shares 18,188 Value ($000) $1,937 Avg Close — Range —
Q2 2025
Shares 16,812 Value ($000) $1,757 Avg Close — Range —
Q1 2025
Shares 12,180 Value ($000) $1,284 Avg Close — Range —
Q4 2024
Shares 7,609 Value ($000) $811 Avg Close — Range —
Q3 2024
Shares 5,358 Value ($000) $582 Avg Close — Range —
Q2 2024
Shares 5,656 Value ($000) $603 Avg Close — Range —
Q1 2024
Shares 5,357 Value ($000) $576 Avg Close — Range —
Q4 2023
Shares 4,171 Value ($000) $452 Avg Close — Range —