ISHARES TR

Ticker: USXF CUSIP: 46436E767 Class: ESG MSCI USA ETF

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

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

Q4 2025
Shares 35,521 Value ($000) $2,045 Avg Close — Range —
Q3 2025
Shares 29,150 Value ($000) $1,671 Avg Close — Range —
Q2 2025
Shares 24,952 Value ($000) $1,346 Avg Close — Range —
Q1 2025
Shares 14,342 Value ($000) $669 Avg Close — Range —