ISHARES TR

Ticker: IDEV CUSIP: 46435G326 Class: CORE MSCI INTL

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

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

Q4 2025
Shares 243,185 Value ($000) $20,058 Avg Close — Range —
Q3 2025
Shares 228,358 Value ($000) $18,307 Avg Close — Range —
Q2 2025
Shares 203,003 Value ($000) $15,436 Avg Close — Range —
Q1 2025
Shares 185,791 Value ($000) $12,172 Avg Close — Range —
Q4 2024
Shares 124,580 Value ($000) $8,032 Avg Close — Range —
Q3 2024
Shares 100,273 Value ($000) $7,102 Avg Close — Range —
Q2 2024
Shares 57,885 Value ($000) $3,800 Avg Close — Range —
Q1 2024
Shares 29,509 Value ($000) $1,981 Avg Close — Range —
Q4 2023
Shares 8,696 Value ($000) $554 Avg Close — Range —