ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 21,921 Value ($000) $5,487 Avg Close — Range —
Q3 2025
Shares 8,375 Value ($000) $2,148 Avg Close — Range —
Q2 2025
Shares 7,701 Value ($000) $1,851 Avg Close — Range —
Q1 2025
Shares 7,735 Value ($000) $1,564 Avg Close — Range —
Q4 2024
Shares 5,892 Value ($000) $1,219 Avg Close — Range —