ISHARES TR

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

BALANCED WEALTH GROUP LLC's Holding History (CIK: 0002009783)

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

Q1 2024
Shares 4,107 Value ($000) $227 Avg Close — Range —
Q4 2023
Shares 7,027 Value ($000) $374 Avg Close — Range —