ISHARES TR

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

Westmount Partners, LLC's Holding History (CIK: 0002051491)

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

Q4 2025
Shares 15,819 Value ($000) $1,028 Avg Close — Range —
Q3 2025
Shares 14,871 Value ($000) $961 Avg Close — Range —
Q2 2025
Shares 12,499 Value ($000) $770 Avg Close — Range —
Q1 2025
Shares 12,128 Value ($000) $698 Avg Close — Range —
Q4 2024
Shares 12,529 Value ($000) $718 Avg Close — Range —
Q3 2024
Shares 12,014 Value ($000) $712 Avg Close — Range —
Q2 2024
Shares 12,024 Value ($000) $676 Avg Close — Range —
Q1 2024
Shares 11,901 Value ($000) $663 Avg Close — Range —
Q4 2023
Shares 12,327 Value ($000) $656 Avg Close — Range —
Q3 2023
Shares 14,393 Value ($000) $711 Avg Close — Range —
Q2 2023
Shares 15,010 Value ($000) $772 Avg Close — Range —
Q1 2023
Shares 13,169 Value ($000) $659 Avg Close — Range —
Q4 2022
Shares 12,111 Value ($000) $571 Avg Close — Range —