ISHARES TR

Ticker: IBMP CUSIP: 46435U283 Class: IBONDS DEC 27

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

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

Q4 2025
Shares 28,044 Value ($000) $712 Avg Close — Range —
Q3 2025
Shares 41,436 Value ($000) $1,056 Avg Close — Range —
Q2 2025
Shares 40,883 Value ($000) $1,036 Avg Close — Range —
Q1 2025
Shares 33,855 Value ($000) $856 Avg Close — Range —
Q4 2024
Shares 35,684 Value ($000) $897 Avg Close — Range —