ISHARES TR

Ticker: IBMO CUSIP: 46435U259 Class: IBONDS DEC 26

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

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

Q4 2025
Shares 32,403 Value ($000) $831 Avg Close — Range —
Q3 2025
Shares 45,728 Value ($000) $1,173 Avg Close — Range —
Q2 2025
Shares 45,042 Value ($000) $1,154 Avg Close — Range —
Q1 2025
Shares 38,052 Value ($000) $973 Avg Close — Range —
Q4 2024
Shares 40,596 Value ($000) $1,034 Avg Close — Range —
Q3 2024
Shares 25,237 Value ($000) $647 Avg Close — Range —
Q2 2024
Shares 20,998 Value ($000) $532 Avg Close — Range —
Q1 2024
Shares 10,275 Value ($000) $260 Avg Close — Range —