ISHARES TR

Ticker: IAGG CUSIP: 46435G672 Class: CORE INTL AGGR

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

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

Q4 2025
Shares 409,615 Value ($000) $20,485 Avg Close — Range —
Q3 2025
Shares 467,934 Value ($000) $23,972 Avg Close — Range —
Q2 2025
Shares 245,781 Value ($000) $12,557 Avg Close — Range —
Q1 2025
Shares 142,054 Value ($000) $7,101 Avg Close — Range —
Q4 2024
Shares 193,006 Value ($000) $9,635 Avg Close — Range —