ISHARES TR

Ticker: AOM CUSIP: 464289875 Class: CORE 40/60 MODER

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025

Shares 31 Value ($000) $1 Avg Close — Range —

Q3 2025

Shares 30 Value ($000) $1 Avg Close — Range —

Q2 2025

Shares 30 Value ($000) $1 Avg Close — Range —

Q1 2025

Shares 30 Value ($000) $1 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	31	$1	—	—
Q3 2025	30	$1	—	—
Q2 2025	30	$1	—	—
Q1 2025	30	$1	—	—