ISHARES TR

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

Jacobsen Capital Management's Holding History (CIK: 0001782491)

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

Q4 2022
Shares 4,791 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 4,772 Value ($000) $214 Avg Close — Range —
Q2 2022
Shares 5,077 Value ($000) $244 Avg Close — Range —
Q1 2022
Shares 5,064 Value ($000) $273 Avg Close — Range —
Q4 2021
Shares 7,403 Value ($000) $423 Avg Close — Range —
Q3 2021
Shares 7,716 Value ($000) $428 Avg Close — Range —
Q2 2021
Shares 7,759 Value ($000) $435 Avg Close — Range —
Q1 2021
Shares 7,921 Value ($000) $424 Avg Close — Range —
Q4 2020
Shares 11,245 Value ($000) $586 Avg Close — Range —
Q3 2020
Shares 11,341 Value ($000) $549 Avg Close — Range —
Q2 2020
Shares 13,888 Value ($000) $644 Avg Close — Range —
Q4 2019
Shares 5,275 Value ($000) $252 Avg Close — Range —
Q3 2019
Shares 6,335 Value ($000) $291 Avg Close — Range —
Q2 2019
Shares 6,277 Value ($000) $288 Avg Close — Range —