ISHARES TR

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

Heirloom Wealth Management's Holding History (CIK: 0001882903)

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

Q4 2025
Shares 8,532 Value ($000) $555 Avg Close — Range —
Q3 2025
Shares 8,244 Value ($000) $531 Avg Close — Range —
Q2 2025
Shares 10,145 Value ($000) $625 Avg Close — Range —
Q1 2025
Shares 9,305 Value ($000) $536 Avg Close — Range —
Q4 2024
Shares 11,520 Value ($000) $660 Avg Close — Range —
Q3 2024
Shares 9,438 Value ($000) $559 Avg Close — Range —
Q2 2024
Shares 9,804 Value ($000) $552 Avg Close — Range —
Q1 2024
Shares 9,076 Value ($000) $505 Avg Close — Range —
Q4 2023
Shares 9,065 Value ($000) $482 Avg Close — Range —
Q3 2023
Shares 8,422 Value ($000) $416 Avg Close — Range —
Q2 2023
Shares 9,589 Value ($000) $493 Avg Close — Range —
Q1 2023
Shares 9,219 Value ($000) $461 Avg Close — Range —
Q4 2022
Shares 5,061 Value ($000) $239 Avg Close — Range —