ISHARES TR

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

Westmount Partners, LLC's Holding History (CIK: 0002051491)

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

Q4 2025
Shares 36,360 Value ($000) $3,256 Avg Close — Range —
Q3 2025
Shares 38,375 Value ($000) $3,394 Avg Close — Range —
Q2 2025
Shares 24,330 Value ($000) $2,029 Avg Close — Range —
Q1 2025
Shares 24,005 Value ($000) $1,836 Avg Close — Range —
Q4 2024
Shares 22,233 Value ($000) $1,703 Avg Close — Range —
Q3 2024
Shares 20,266 Value ($000) $1,599 Avg Close — Range —
Q2 2024
Shares 20,597 Value ($000) $1,540 Avg Close — Range —
Q1 2024
Shares 20,547 Value ($000) $1,509 Avg Close — Range —
Q4 2023
Shares 18,850 Value ($000) $1,302 Avg Close — Range —
Q3 2023
Shares 16,191 Value ($000) $1,028 Avg Close — Range —
Q2 2023
Shares 15,893 Value ($000) $1,054 Avg Close — Range —
Q1 2023
Shares 12,711 Value ($000) $808 Avg Close — Range —
Q4 2022
Shares 12,636 Value ($000) $755 Avg Close — Range —