WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

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

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

Q4 2025

Shares 6,266 Value ($000) $1,163 Avg Close $186.47 Range $163.11 - $209.05

Q3 2025

Shares 6,229 Value ($000) $1,109 Avg Close $163.41 Range $147.74 - $177.85

Q2 2025

Shares 6,755 Value ($000) $1,038 Avg Close $147.88 Range $128.62 - $155.38

Q1 2025

Shares 37,052 Value ($000) $5,677 Avg Close $140.30 Range $120.99 - $156.51

Q4 2024

Shares 42,264 Value ($000) $5,327 Avg Close $128.69 Range $119.64 - $138.32

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,266	$1,163	$186.47	$163.11 - $209.05
Q3 2025	6,229	$1,109	$163.41	$147.74 - $177.85
Q2 2025	6,755	$1,038	$147.88	$128.62 - $155.38
Q1 2025	37,052	$5,677	$140.30	$120.99 - $156.51
Q4 2024	42,264	$5,327	$128.69	$119.64 - $138.32