ISHARES TR

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

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

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

Q4 2025
Shares 6,463 Value ($000) $579 Avg Close Range
Q3 2025
Shares 6,438 Value ($000) $567 Avg Close Range
Q2 2025
Shares 7,220 Value ($000) $602 Avg Close Range
Q1 2025
Shares 6,931 Value ($000) $530 Avg Close Range
Q4 2024
Shares 4,001 Value ($000) $307 Avg Close Range
Q3 2024
Shares 3,988 Value ($000) $315 Avg Close Range
Q2 2024
Shares 3,852 Value ($000) $288 Avg Close Range
Q1 2024
Shares 4,001 Value ($000) $294 Avg Close Range
Q4 2023
Shares 4,003 Value ($000) $276 Avg Close Range
Q3 2023
Shares 3,889 Value ($000) $247 Avg Close Range