ISHARES TR

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

GeoWealth Management, LLC's Holding History (CIK: 0001593387)

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

Q4 2025
Shares 62,412 Value ($000) $5,590 Avg Close — Range —
Q3 2025
Shares 72,998 Value ($000) $6,434 Avg Close — Range —
Q2 2025
Shares 85,197 Value ($000) $7,105 Avg Close — Range —
Q1 2025
Shares 81,893 Value ($000) $6,265 Avg Close — Range —
Q4 2024
Shares 127,810 Value ($000) $9,791 Avg Close — Range —
Q3 2024
Shares 83,753 Value ($000) $6,609 Avg Close — Range —
Q2 2024
Shares 212,982 Value ($000) $15,927 Avg Close — Range —
Q1 2024
Shares 123,757 Value ($000) $9,091 Avg Close — Range —
Q2 2023
Shares 11,123 Value ($000) $1 Avg Close — Range —
Q1 2022
Shares 10,564 Value ($000) $728 Avg Close — Range —
Q3 2021
Shares 21,391 Value ($000) $1,493 Avg Close — Range —