ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

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

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

Q4 2025
Shares 580,779 Value ($000) $115,354 Avg Close — Range —
Q3 2025
Shares 511,164 Value ($000) $99,421 Avg Close — Range —
Q2 2025
Shares 320,704 Value ($000) $58,631 Avg Close — Range —
Q1 2025
Shares 302,519 Value ($000) $51,697 Avg Close — Range —
Q4 2024
Shares 180,484 Value ($000) $32,141 Avg Close — Range —
Q3 2024
Shares 164,798 Value ($000) $29,548 Avg Close — Range —
Q2 2024
Shares 162,473 Value ($000) $27,744 Avg Close — Range —
Q1 2024
Shares 4,384 Value ($000) $721 Avg Close — Range —