ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 156,103 Value ($000) $14,699 Avg Close — Range —
Q3 2025
Shares 212,469 Value ($000) $20,214 Avg Close — Range —
Q2 2025
Shares 59,879 Value ($000) $5,621 Avg Close — Range —
Q1 2025
Shares 60,248 Value ($000) $5,643 Avg Close — Range —
Q4 2024
Shares 58,614 Value ($000) $5,204 Avg Close — Range —
Q3 2024
Shares 58,014 Value ($000) $5,297 Avg Close — Range —
Q2 2024
Shares 58,270 Value ($000) $4,892 Avg Close — Range —
Q1 2024
Shares 53,556 Value ($000) $4,476 Avg Close — Range —
Q4 2023
Shares 53,979 Value ($000) $4,212 Avg Close — Range —