ISHARES TR

Ticker: LRGF CUSIP: 46434V282 Class: U S EQUITY FACTR

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

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

Q4 2025
Shares 856,823 Value ($000) $59,489 Avg Close — Range —
Q3 2025
Shares 648,941 Value ($000) $44,829 Avg Close — Range —
Q2 2025
Shares 307,221 Value ($000) $19,702 Avg Close — Range —
Q1 2025
Shares 241,441 Value ($000) $13,975 Avg Close — Range —