ISHARES TR

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

BlueStem Wealth Partners, LLC's Holding History (CIK: 0001977465)

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

Q4 2025
Shares 61,583 Value ($000) $4,004 Avg Close — Range —
Q3 2025
Shares 69,392 Value ($000) $4,467 Avg Close — Range —
Q2 2025
Shares 68,995 Value ($000) $4,248 Avg Close — Range —
Q1 2025
Shares 73,894 Value ($000) $4,254 Avg Close — Range —
Q4 2024
Shares 76,865 Value ($000) $4,406 Avg Close — Range —