ISHARES TR

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

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

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

Q4 2025
Shares 10,223 Value ($000) $665 Avg Close — Range —
Q3 2025
Shares 12,536 Value ($000) $807 Avg Close — Range —
Q2 2025
Shares 11,726 Value ($000) $722 Avg Close — Range —
Q1 2025
Shares 10,873 Value ($000) $626 Avg Close — Range —
Q4 2024
Shares 9,086 Value ($000) $521 Avg Close — Range —
Q3 2024
Shares 9,014 Value ($000) $534 Avg Close — Range —
Q2 2024
Shares 8,613 Value ($000) $485 Avg Close — Range —
Q1 2024
Shares 8,543 Value ($000) $476 Avg Close — Range —
Q4 2023
Shares 7,364 Value ($000) $392 Avg Close — Range —
Q3 2023
Shares 5,238 Value ($000) $259 Avg Close — Range —
Q2 2023
Shares 5,175 Value ($000) $266 Avg Close — Range —
Q2 2022
Shares 4,274 Value ($000) $205 Avg Close — Range —
Q1 2022
Shares 5,333 Value ($000) $288 Avg Close — Range —
Q4 2021
Shares 3,829 Value ($000) $219 Avg Close — Range —