ISHARES TR

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

Westside Investment Management, Inc.'s Holding History (CIK: 0001538383)

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

Q4 2025
Shares 12,730 Value ($000) $828 Avg Close Range
Q3 2025
Shares 9,365 Value ($000) $603 Avg Close Range
Q2 2025
Shares 7,210 Value ($000) $444 Avg Close Range