ISHARES BITCOIN TRUST ETF

Ticker: IBIT CUSIP: 46438F101 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 23,767 Value ($000) $1,180 Avg Close — Range —
Q3 2025
Shares 20,142 Value ($000) $1,309 Avg Close — Range —
Q2 2025
Shares 13,209 Value ($000) $809 Avg Close — Range —
Q1 2025
Shares 7,014 Value ($000) $328 Avg Close — Range —
Q4 2024
Shares 5,788 Value ($000) $307 Avg Close — Range —