ISHARES TR

Ticker: IBDS CUSIP: 46435UAA9 Class: IBONDS 27 ETF

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

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

Q4 2025
Shares 214,210 Value ($000) $5,201 Avg Close — Range —
Q3 2025
Shares 183,243 Value ($000) $4,460 Avg Close — Range —
Q2 2025
Shares 165,900 Value ($000) $4,026 Avg Close — Range —
Q1 2025
Shares 123,725 Value ($000) $2,992 Avg Close — Range —
Q4 2024
Shares 87,504 Value ($000) $2,097 Avg Close — Range —