ISHARES TR

Ticker: USRT CUSIP: 464288521 Class: CRE U S REIT ETF

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

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

Q4 2025
Shares 67,868 Value ($000) $3,866 Avg Close — Range —
Q3 2025
Shares 70,501 Value ($000) $4,140 Avg Close — Range —
Q2 2025
Shares 80,754 Value ($000) $4,567 Avg Close — Range —
Q1 2025
Shares 85,584 Value ($000) $4,930 Avg Close — Range —
Q4 2024
Shares 87,678 Value ($000) $5,025 Avg Close — Range —
Q3 2024
Shares 95,244 Value ($000) $5,864 Avg Close — Range —
Q2 2024
Shares 98,247 Value ($000) $5,262 Avg Close — Range —
Q1 2024
Shares 100,483 Value ($000) $5,406 Avg Close — Range —
Q4 2023
Shares 102,240 Value ($000) $5,551 Avg Close — Range —