ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

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

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

Q4 2025
Shares 146,307 Value ($000) $13,931 Avg Close — Range —
Q3 2025
Shares 117,564 Value ($000) $11,186 Avg Close — Range —
Q2 2025
Shares 158,548 Value ($000) $14,886 Avg Close — Range —
Q1 2025
Shares 155,925 Value ($000) $14,623 Avg Close — Range —
Q4 2024
Shares 136,323 Value ($000) $12,498 Avg Close — Range —
Q3 2024
Shares 42,249 Value ($000) $4,048 Avg Close — Range —
Q2 2024
Shares 35,019 Value ($000) $3,216 Avg Close — Range —
Q1 2024
Shares 18,748 Value ($000) $1,733 Avg Close — Range —
Q4 2023
Shares 3,384 Value ($000) $318 Avg Close — Range —