ISHARES TR

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

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 32,929 Value ($000) $2,141 Avg Close — Range —
Q3 2025
Shares 29,980 Value ($000) $1,930 Avg Close — Range —
Q2 2025
Shares 28,137 Value ($000) $1,732 Avg Close — Range —
Q1 2025
Shares 3,804 Value ($000) $219 Avg Close — Range —
Q4 2024
Shares 9,131 Value ($000) $523 Avg Close — Range —
Q3 2024
Shares 8,692 Value ($000) $515 Avg Close — Range —
Q2 2024
Shares 8,504 Value ($000) $479 Avg Close — Range —