ISHARES TR

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

Rothschild Wealth LLC's Holding History (CIK: 0001811345)

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

Q4 2025
Shares 13,355 Value ($000) $1,196 Avg Close — Range —
Q3 2025
Shares 9,917 Value ($000) $874 Avg Close — Range —
Q2 2025
Shares 9,885 Value ($000) $824 Avg Close — Range —
Q1 2025
Shares 9,569 Value ($000) $732 Avg Close — Range —
Q4 2024
Shares 8,503 Value ($000) $651 Avg Close — Range —
Q2 2024
Shares 7,449 Value ($000) $557 Avg Close — Range —
Q1 2024
Shares 7,449 Value ($000) $547 Avg Close — Range —
Q2 2023
Shares 6,803 Value ($000) $451 Avg Close — Range —
Q1 2023
Shares 6,792 Value ($000) $432 Avg Close — Range —
Q4 2022
Shares 6,783 Value ($000) $405 Avg Close — Range —
Q3 2022
Shares 6,132 Value ($000) $344 Avg Close — Range —