ISHARES TR

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

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2023
Shares 4,694 Value ($000) $250 Avg Close — Range —
Q3 2023
Shares 4,666 Value ($000) $231 Avg Close — Range —
Q2 2023
Shares 4,618 Value ($000) $238 Avg Close — Range —
Q1 2023
Shares 4,572 Value ($000) $229 Avg Close — Range —
Q4 2022
Shares 4,512 Value ($000) $213 Avg Close — Range —
Q3 2022
Shares 4,497 Value ($000) $201 Avg Close — Range —
Q2 2022
Shares 4,385 Value ($000) $210 Avg Close — Range —
Q1 2022
Shares 4,374 Value ($000) $236 Avg Close — Range —
Q4 2021
Shares 4,374 Value ($000) $250 Avg Close — Range —
Q3 2021
Shares 4,558 Value ($000) $253 Avg Close — Range —
Q2 2021
Shares 4,540 Value ($000) $254 Avg Close — Range —
Q1 2021
Shares 4,524 Value ($000) $242 Avg Close — Range —