ISHARES TR

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

Archvest Wealth Advisors, Inc.'s Holding History (CIK: 0001910174)

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

Q4 2025
Shares 3,110 Value ($000) $279 Avg Close — Range —
Q3 2025
Shares 3,938 Value ($000) $347 Avg Close — Range —
Q2 2025
Shares 52,050 Value ($000) $4,341 Avg Close — Range —
Q1 2025
Shares 52,674 Value ($000) $4,030 Avg Close — Range —
Q4 2024
Shares 52,855 Value ($000) $4,049 Avg Close — Range —
Q3 2024
Shares 53,691 Value ($000) $4,237 Avg Close — Range —
Q2 2024
Shares 52,806 Value ($000) $3,949 Avg Close — Range —
Q1 2024
Shares 45,389 Value ($000) $3,322 Avg Close — Range —
Q4 2023
Shares 44,522 Value ($000) $3,074 Avg Close — Range —
Q3 2023
Shares 40,589 Value ($000) $2,693 Avg Close — Range —
Q2 2023
Shares 40,589 Value ($000) $2,693 Avg Close — Range —
Q1 2023
Shares 38,850 Value ($000) $2,470 Avg Close — Range —
Q4 2022
Shares 39,579 Value ($000) $2,365 Avg Close — Range —
Q3 2022
Shares 33,503 Value ($000) $1,858 Avg Close — Range —
Q2 2022
Shares 31,460 Value ($000) $1,884 Avg Close — Range —
Q1 2022
Shares 30,980 Value ($000) $2,136 Avg Close — Range —
Q4 2021
Shares 31,018 Value ($000) $2,259 Avg Close — Range —