NOVARTIS AG

Ticker: NVS CUSIP: 66987V109 Class: SPONSORED ADR

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

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

Q4 2025
Shares 10,041 Value ($000) $1,384 Avg Close — Range —
Q3 2025
Shares 9,878 Value ($000) $1,267 Avg Close — Range —
Q2 2025
Shares 9,536 Value ($000) $1,154 Avg Close — Range —
Q1 2025
Shares 7,755 Value ($000) $864 Avg Close — Range —
Q3 2024
Shares 1,791 Value ($000) $206 Avg Close — Range —