ISHARES TR

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

Boston Standard Wealth Management, LLC's Holding History (CIK: 0001630939)

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

Q4 2025
Shares 6,282 Value ($000) $408 Avg Close — Range —
Q3 2025
Shares 6,705 Value ($000) $432 Avg Close — Range —
Q2 2025
Shares 7,260 Value ($000) $447 Avg Close — Range —
Q1 2025
Shares 6,717 Value ($000) $378 Avg Close — Range —
Q4 2024
Shares 7,254 Value ($000) $416 Avg Close — Range —
Q3 2024
Shares 6,763 Value ($000) $401 Avg Close — Range —
Q2 2024
Shares 6,717 Value ($000) $378 Avg Close — Range —
Q1 2024
Shares 6,980 Value ($000) $389 Avg Close — Range —
Q4 2023
Shares 5,616 Value ($000) $277 Avg Close — Range —
Q3 2023
Shares 5,616 Value ($000) $277 Avg Close — Range —
Q2 2023
Shares 5,502 Value ($000) $283 Avg Close — Range —
Q1 2023
Shares 5,270 Value ($000) $264 Avg Close — Range —
Q4 2022
Shares 5,294 Value ($000) $250 Avg Close — Range —
Q3 2022
Shares 5,344 Value ($000) $239,000 Avg Close — Range —
Q2 2022
Shares 5,286 Value ($000) $255,000 Avg Close — Range —
Q1 2022
Shares 5,281 Value ($000) $285,000 Avg Close — Range —
Q4 2021
Shares 5,029 Value ($000) $287,000 Avg Close — Range —
Q3 2021
Shares 4,975 Value ($000) $276,000 Avg Close — Range —
Q2 2021
Shares 4,973 Value ($000) $278,000 Avg Close — Range —
Q1 2021
Shares 5,213 Value ($000) $279,000 Avg Close — Range —
Q4 2020
Shares 5,314 Value ($000) $277,000 Avg Close — Range —
Q3 2020
Shares 5,709 Value ($000) $277,000 Avg Close — Range —
Q2 2020
Shares 6,497 Value ($000) $301,000 Avg Close — Range —
Q1 2020
Shares 6,742 Value ($000) $273,000 Avg Close — Range —
Q4 2019
Shares 5,809 Value ($000) $278,000 Avg Close — Range —
Q3 2019
Shares 5,625 Value ($000) $259,000 Avg Close — Range —
Q2 2019
Shares 4,608 Value ($000) $211,000 Avg Close — Range —
Q1 2019
Shares 4,785 Value ($000) $215,000 Avg Close — Range —
Q3 2018
Shares 4,934 Value ($000) $221,000 Avg Close — Range —
Q1 2018
Shares 5,932 Value ($000) $264,000 Avg Close — Range —
Q4 2017
Shares 6,673 Value ($000) $300,000 Avg Close — Range —
Q3 2017
Shares 7,444 Value ($000) $334,701 Avg Close — Range —
Q2 2017
Shares 7,604 Value ($000) $332,000 Avg Close — Range —
Q1 2017
Shares 8,887 Value ($000) $377,000 Avg Close — Range —
Q4 2016
Shares 10,969 Value ($000) $445,000 Avg Close — Range —
Q3 2016
Shares 11,198 Value ($000) $461,000 Avg Close — Range —
Q2 2016
Shares 10,817 Value ($000) $433,000 Avg Close — Range —
Q1 2016
Shares 8,872 Value ($000) $350,000 Avg Close — Range —
Q3 2015
Shares 7,356 Value ($000) $278,000 Avg Close — Range —
Q2 2015
Shares 6,981 Value ($000) $232,000 Avg Close — Range —
Q1 2015
Shares 6,567 Value ($000) $272,000 Avg Close — Range —
Q4 2014
Shares 6,142 Value ($000) $244,000 Avg Close — Range —