ISHARES TR

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

B. Riley Wealth Advisors, Inc.'s Holding History (CIK: 0001464811)

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

Q4 2025
Shares 3,534 Value ($000) $230 Avg Close — Range —
Q3 2025
Shares 3,377 Value ($000) $217 Avg Close — Range —