ISHARES TR

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

PCG Wealth Advisors, LLC's Holding History (CIK: 0001905393)

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

Q4 2025
Shares 3,282 Value ($000) $213 Avg Close — Range —
Q3 2025
Shares 3,460 Value ($000) $223 Avg Close — Range —
Q1 2023
Shares 4,232 Value ($000) $212 Avg Close — Range —
Q4 2022
Shares 4,766 Value ($000) $225 Avg Close — Range —
Q3 2022
Shares 17,407 Value ($000) $780 Avg Close — Range —
Q2 2022
Shares 8,653 Value ($000) $415 Avg Close — Range —
Q1 2022
Shares 8,635 Value ($000) $466 Avg Close — Range —
Q4 2021
Shares 9,646 Value ($000) $551 Avg Close — Range —