ISHARES TR

Ticker: IUSB CUSIP: 46434V613 Class: CORE TOTAL USD

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

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

Q4 2025
Shares 392,368 Value ($000) $18,261 Avg Close — Range —
Q3 2025
Shares 280,415 Value ($000) $13,098 Avg Close — Range —
Q2 2025
Shares 595,085 Value ($000) $27,511 Avg Close — Range —
Q1 2025
Shares 704,164 Value ($000) $32,448 Avg Close — Range —
Q4 2024
Shares 625,866 Value ($000) $28,289 Avg Close — Range —
Q3 2024
Shares 71,372 Value ($000) $3,363 Avg Close — Range —
Q2 2024
Shares 56,244 Value ($000) $2,543 Avg Close — Range —
Q1 2024
Shares 36,557 Value ($000) $1,667 Avg Close — Range —