ISHARES TR

Ticker: IBDR CUSIP: 46435GAA0 Class: IBONDS DEC2026

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

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

Q4 2025
Shares 214,311 Value ($000) $5,193 Avg Close — Range —
Q3 2025
Shares 183,683 Value ($000) $4,464 Avg Close — Range —
Q2 2025
Shares 165,711 Value ($000) $4,018 Avg Close — Range —
Q1 2025
Shares 123,480 Value ($000) $2,989 Avg Close — Range —
Q4 2024
Shares 87,395 Value ($000) $2,104 Avg Close — Range —
Q3 2024
Shares 27,241 Value ($000) $662 Avg Close — Range —