ISHARES TR

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

ELEVATE WEALTH ADVISORY, INC's Holding History (CIK: 0002011651)

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

Q4 2025
Shares 5,253 Value ($000) $341 Avg Close — Range —
Q3 2025
Shares 6,415 Value ($000) $413 Avg Close — Range —
Q2 2025
Shares 6,400 Value ($000) $394 Avg Close — Range —
Q1 2025
Shares 6,336 Value ($000) $365 Avg Close — Range —
Q4 2024
Shares 6,308 Value ($000) $362 Avg Close — Range —
Q3 2024
Shares 6,358 Value ($000) $377 Avg Close — Range —
Q2 2024
Shares 6,338 Value ($000) $357 Avg Close — Range —
Q1 2024
Shares 6,418 Value ($000) $357 Avg Close — Range —
Q4 2023
Shares 6,402 Value ($000) $341 Avg Close — Range —