ISHARES TR

Ticker: SMLF CUSIP: 46434V290 Class: US SML CAP EQT

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

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

Q4 2025
Shares 505,682 Value ($000) $37,865 Avg Close — Range —
Q3 2025
Shares 360,524 Value ($000) $26,805 Avg Close — Range —
Q2 2025
Shares 68,006 Value ($000) $4,621 Avg Close — Range —
Q1 2025
Shares 54,449 Value ($000) $3,385 Avg Close — Range —