ZIONS BANCORPORATION N A

Ticker: ZION CUSIP: 989701107 Class: COM

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

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

Q4 2025

Shares 4,461 Value ($000) $261 Avg Close $54.46 Range $46.19 - $60.77

Q3 2025

Shares 4,490 Value ($000) $254 Avg Close $55.64 Range $50.66 - $59.40

Q2 2025

Shares 4,427 Value ($000) $230 Avg Close $46.91 Range $39.32 - $52.32

Q1 2025

Shares 4,336 Value ($000) $216 Avg Close $53.85 Range $46.19 - $59.45

Q4 2024

Shares 4,346 Value ($000) $236 Avg Close $54.79 Range $44.96 - $63.22

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,461	$261	$54.46	$46.19 - $60.77
Q3 2025	4,490	$254	$55.64	$50.66 - $59.40
Q2 2025	4,427	$230	$46.91	$39.32 - $52.32
Q1 2025	4,336	$216	$53.85	$46.19 - $59.45
Q4 2024	4,346	$236	$54.79	$44.96 - $63.22