ISHARES TR

CUSIP: 46435U432 Class: IBONDS DEC 25

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

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

Q3 2025
Shares 44,260 Value ($000) $1,186 Avg Close — Range —
Q2 2025
Shares 43,483 Value ($000) $1,164 Avg Close — Range —
Q1 2025
Shares 36,880 Value ($000) $987 Avg Close — Range —
Q4 2024
Shares 39,350 Value ($000) $1,047 Avg Close — Range —
Q3 2024
Shares 24,621 Value ($000) $656 Avg Close — Range —
Q2 2024
Shares 20,522 Value ($000) $544 Avg Close — Range —
Q1 2024
Shares 10,281 Value ($000) $272 Avg Close — Range —