ISHARES TR

Ticker: AOA CUSIP: 464289859 Class: CORE 80/20 AGGRE

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025
Shares 61,968 Value ($000) $5,550 Avg Close — Range —
Q3 2025
Shares 62,002 Value ($000) $5,465 Avg Close — Range —
Q2 2025
Shares 62,519 Value ($000) $5,214 Avg Close — Range —
Q1 2025
Shares 63,137 Value ($000) $4,830 Avg Close — Range —
Q4 2024
Shares 62,635 Value ($000) $4,799 Avg Close — Range —
Q3 2024
Shares 59,669 Value ($000) $4,708 Avg Close — Range —
Q2 2024
Shares 59,386 Value ($000) $4,441 Avg Close — Range —
Q1 2024
Shares 160 Value ($000) $12 Avg Close — Range —