ISHARES TR

Ticker: USIG CUSIP: 464288620 Class: USD INV GRDE ETF

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

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

Q4 2025
Shares 248,828 Value ($000) $12,882 Avg Close — Range —
Q3 2025
Shares 247,772 Value ($000) $12,939 Avg Close — Range —
Q2 2025
Shares 295,893 Value ($000) $15,221 Avg Close — Range —
Q1 2025
Shares 146,451 Value ($000) $6,774 Avg Close — Range —
Q4 2024
Shares 103,577 Value ($000) $5,208 Avg Close — Range —
Q3 2024
Shares 77,166 Value ($000) $4,057 Avg Close — Range —
Q2 2024
Shares 60,467 Value ($000) $3,036 Avg Close — Range —
Q1 2024
Shares 31,484 Value ($000) $1,598 Avg Close — Range —
Q4 2023
Shares 6,342 Value ($000) $325 Avg Close — Range —