ISHARES TR

Ticker: AOR CUSIP: 464289867 Class: CORE 60/40 BALAN

EVERMAY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001066816)

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

Q4 2025
Shares 514 Value ($000) $33 Avg Close — Range —
Q3 2025
Shares 514 Value ($000) $33 Avg Close — Range —
Q2 2025
Shares 514 Value ($000) $32 Avg Close — Range —
Q1 2025
Shares 514 Value ($000) $30 Avg Close — Range —
Q4 2024
Shares 514 Value ($000) $29 Avg Close — Range —
Q3 2024
Shares 514 Value ($000) $30 Avg Close — Range —
Q2 2024
Shares 514 Value ($000) $29 Avg Close — Range —
Q1 2024
Shares 514 Value ($000) $29 Avg Close — Range —
Q4 2023
Shares 514 Value ($000) $27 Avg Close — Range —
Q3 2023
Shares 514 Value ($000) $25 Avg Close — Range —
Q2 2023
Shares 514 Value ($000) $26 Avg Close — Range —
Q1 2023
Shares 514 Value ($000) $26 Avg Close — Range —
Q4 2022
Shares 514 Value ($000) $24 Avg Close — Range —
Q3 2022
Shares 514 Value ($000) $23 Avg Close — Range —
Q2 2022
Shares 514 Value ($000) $25 Avg Close — Range —
Q1 2022
Shares 11,897 Value ($000) $642 Avg Close — Range —
Q4 2021
Shares 173 Value ($000) $10 Avg Close — Range —