ISHARES U S ETF TR

Ticker: MEAR CUSIP: 46431W838 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 71,301 Value ($000) $3,588 Avg Close — Range —
Q3 2025
Shares 91,176 Value ($000) $4,605 Avg Close — Range —
Q2 2025
Shares 92,567 Value ($000) $4,653 Avg Close — Range —
Q1 2025
Shares 92,037 Value ($000) $4,624 Avg Close — Range —
Q4 2024
Shares 80,618 Value ($000) $4,027 Avg Close — Range —
Q3 2024
Shares 36,292 Value ($000) $1,826 Avg Close — Range —
Q2 2024
Shares 32,116 Value ($000) $1,611 Avg Close — Range —
Q1 2024
Shares 21,347 Value ($000) $1,070 Avg Close — Range —
Q4 2023
Shares 14,028 Value ($000) $701 Avg Close — Range —