ISHARES TR

Ticker: ESGD CUSIP: 46435G516 Class: ESG AW MSCI EAFE

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

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

Q4 2025
Shares 56,426 Value ($000) $5,366 Avg Close — Range —
Q3 2025
Shares 56,675 Value ($000) $5,270 Avg Close — Range —
Q2 2025
Shares 57,244 Value ($000) $5,107 Avg Close — Range —
Q1 2025
Shares 6,229 Value ($000) $509 Avg Close — Range —