ISHARES TR

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

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 3,499 Value ($000) $227 Avg Close — Range —
Q3 2025
Shares 8,220 Value ($000) $529 Avg Close — Range —
Q2 2025
Shares 8,436 Value ($000) $519 Avg Close — Range —
Q1 2025
Shares 8,802 Value ($000) $507 Avg Close — Range —
Q4 2024
Shares 4,590 Value ($000) $263 Avg Close — Range —