ISHARES TR

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

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 11,522 Value ($000) $749 Avg Close — Range —
Q3 2025
Shares 10,722 Value ($000) $690 Avg Close — Range —
Q2 2025
Shares 8,071 Value ($000) $497 Avg Close — Range —
Q1 2020
Shares 372 Value ($000) $15 Avg Close — Range —
Q3 2019
Shares 653 Value ($000) $30 Avg Close — Range —
Q2 2019
Shares 653 Value ($000) $30 Avg Close — Range —
Q1 2019
Shares 1,520 Value ($000) $68 Avg Close — Range —