ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

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

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

Q4 2025
Shares 30,799 Value ($000) $4,292 Avg Close — Range —
Q3 2025
Shares 29,990 Value ($000) $4,068 Avg Close — Range —
Q2 2025
Shares 29,994 Value ($000) $3,802 Avg Close — Range —