ISHARES TR

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

Archvest Wealth Advisors, Inc.'s Holding History (CIK: 0001910174)

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

Q1 2024
Shares 4,270 Value ($000) $237 Avg Close — Range —
Q4 2023
Shares 4,041 Value ($000) $215 Avg Close — Range —
Q3 2023
Shares 4,052 Value ($000) $200 Avg Close — Range —
Q3 2022
Shares 5,605 Value ($000) $251 Avg Close — Range —
Q2 2022
Shares 5,754 Value ($000) $276 Avg Close — Range —
Q1 2022
Shares 5,754 Value ($000) $310 Avg Close — Range —
Q4 2021
Shares 5,754 Value ($000) $328 Avg Close — Range —