ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

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

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

Q4 2025
Shares 5,521 Value ($000) $629 Avg Close — Range —
Q3 2025
Shares 7,074 Value ($000) $806 Avg Close — Range —
Q2 2025
Shares 29,159 Value ($000) $3,266 Avg Close — Range —
Q1 2025
Shares 29,088 Value ($000) $2,909 Avg Close — Range —
Q4 2024
Shares 35,108 Value ($000) $3,400 Avg Close — Range —
Q3 2024
Shares 14,991 Value ($000) $1,614 Avg Close — Range —
Q2 2024
Shares 12,888 Value ($000) $1,318 Avg Close — Range —
Q1 2024
Shares 4,066 Value ($000) $422 Avg Close — Range —