ISHARES TR

Ticker: STIP CUSIP: 46429B747 Class: ETF

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

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

Q4 2025
Shares 436,684 Value ($000) $44,712 Avg Close — Range —
Q3 2025
Shares 530,231 Value ($000) $54,805 Avg Close — Range —
Q2 2025
Shares 613,825 Value ($000) $63,169 Avg Close — Range —
Q1 2025
Shares 622,991 Value ($000) $64,461 Avg Close — Range —
Q4 2024
Shares 637,869 Value ($000) $64,170 Avg Close — Range —
Q3 2024
Shares 1,051,464 Value ($000) $106,534 Avg Close — Range —
Q2 2024
Shares 1,038,032 Value ($000) $103,274 Avg Close — Range —
Q1 2024
Shares 1,089,421 Value ($000) $108,321 Avg Close — Range —
Q4 2023
Shares 1,057,217 Value ($000) $104,231 Avg Close — Range —