ISHARES TR

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

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 11,671 Value ($000) $1,045 Avg Close — Range —
Q3 2025
Shares 11,435 Value ($000) $1,008 Avg Close — Range —
Q2 2025
Shares 11,337 Value ($000) $946 Avg Close — Range —
Q4 2024
Shares 4,014 Value ($000) $308 Avg Close — Range —
Q3 2024
Shares 4,041 Value ($000) $319 Avg Close — Range —
Q2 2024
Shares 3,429 Value ($000) $256 Avg Close — Range —