PHILLIPS EDISON & CO INC

Ticker: PECO CUSIP: 71844V201 Class: COMMON STOCK

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

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

Q4 2025
Shares 105,207 Value ($000) $3,742 Avg Close — Range —
Q3 2025
Shares 111,261 Value ($000) $3,820 Avg Close — Range —
Q2 2025
Shares 116,089 Value ($000) $4,067 Avg Close — Range —
Q1 2025
Shares 118,141 Value ($000) $4,311 Avg Close — Range —
Q4 2024
Shares 117,428 Value ($000) $4,399 Avg Close — Range —
Q3 2024
Shares 76,223 Value ($000) $2,874 Avg Close — Range —
Q2 2024
Shares 83,423 Value ($000) $2,729 Avg Close — Range —
Q1 2024
Shares 83,644 Value ($000) $3,000 Avg Close — Range —
Q4 2023
Shares 85,670 Value ($000) $3,125 Avg Close — Range —