ISHARES TR

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

Moss Adams Wealth Advisors LLC's Holding History (CIK: 0001661245)

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

Q4 2025
Shares 22,809 Value ($000) $1,483 Avg Close — Range —
Q3 2025
Shares 22,170 Value ($000) $1,427 Avg Close — Range —
Q2 2025
Shares 16,453 Value ($000) $1,013 Avg Close — Range —
Q1 2025
Shares 15,817 Value ($000) $911 Avg Close — Range —
Q4 2024
Shares 11,156 Value ($000) $639 Avg Close — Range —
Q3 2024
Shares 10,998 Value ($000) $652 Avg Close — Range —
Q2 2024
Shares 10,721 Value ($000) $604 Avg Close — Range —
Q1 2024
Shares 10,719 Value ($000) $597 Avg Close — Range —
Q4 2023
Shares 5,276 Value ($000) $281 Avg Close — Range —
Q3 2023
Shares 4,424 Value ($000) $219 Avg Close — Range —