ISHARES TR

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

Topel & Distasi Wealth Management, LLC's Holding History (CIK: 0001880087)

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

Q4 2025
Shares 7,207 Value ($000) $645 Avg Close — Range —
Q3 2025
Shares 6,807 Value ($000) $600 Avg Close — Range —
Q2 2025
Shares 6,637 Value ($000) $554 Avg Close — Range —
Q1 2025
Shares 6,867 Value ($000) $525 Avg Close — Range —
Q4 2024
Shares 6,023 Value ($000) $461 Avg Close — Range —
Q3 2024
Shares 4,683 Value ($000) $370 Avg Close — Range —
Q2 2024
Shares 3,830 Value ($000) $286 Avg Close — Range —
Q1 2024
Shares 3,505 Value ($000) $257 Avg Close — Range —
Q4 2023
Shares 3,195 Value ($000) $221 Avg Close — Range —