ISHARES TR

Ticker: ICVT CUSIP: 46435G102 Class: CONV BD ETF

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

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

Q4 2025
Shares 4,538 Value ($000) $447 Avg Close — Range —
Q3 2025
Shares 4,688 Value ($000) $469 Avg Close — Range —
Q2 2025
Shares 4,688 Value ($000) $422 Avg Close — Range —
Q1 2025
Shares 5,591 Value ($000) $467 Avg Close — Range —
Q4 2024
Shares 5,697 Value ($000) $484 Avg Close — Range —
Q3 2024
Shares 5,712 Value ($000) $478 Avg Close — Range —
Q2 2024
Shares 6,769 Value ($000) $532 Avg Close — Range —
Q1 2024
Shares 15,919 Value ($000) $1,271 Avg Close — Range —
Q4 2023
Shares 17,947 Value ($000) $1,410 Avg Close — Range —
Q3 2023
Shares 19,828 Value ($000) $1,471 Avg Close — Range —
Q2 2023
Shares 20,274 Value ($000) $1,548 Avg Close — Range —
Q1 2022
Shares 4,121 Value ($000) $343 Avg Close — Range —
Q4 2021
Shares 3,807 Value ($000) $340 Avg Close — Range —