ISHARES TR

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

Bogart Wealth, LLC's Holding History (CIK: 0001715740)

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

Q4 2025
Shares 595 Value ($000) $28 Avg Close — Range —
Q3 2025
Shares 595 Value ($000) $28 Avg Close — Range —
Q2 2025
Shares 595 Value ($000) $27 Avg Close — Range —
Q1 2025
Shares 595 Value ($000) $26 Avg Close — Range —
Q4 2024
Shares 595 Value ($000) $26 Avg Close — Range —
Q3 2024
Shares 595 Value ($000) $27 Avg Close — Range —
Q2 2024
Shares 595 Value ($000) $26 Avg Close — Range —
Q1 2024
Shares 595 Value ($000) $25 Avg Close — Range —
Q4 2023
Shares 595 Value ($000) $25 Avg Close — Range —
Q3 2023
Shares 827 Value ($000) $32 Avg Close — Range —
Q2 2023
Shares 1,150 Value ($000) $46 Avg Close — Range —
Q1 2023
Shares 1,150 Value ($000) $46 Avg Close — Range —
Q4 2022
Shares 1,150 Value ($000) $44 Avg Close — Range —
Q3 2022
Shares 1,150 Value ($000) $42 Avg Close — Range —
Q2 2022
Shares 1,150 Value ($000) $45 Avg Close — Range —
Q1 2022
Shares 1,150 Value ($000) $49 Avg Close — Range —
Q4 2021
Shares 1,150 Value ($000) $52 Avg Close — Range —
Q3 2021
Shares 1,150 Value ($000) $51 Avg Close — Range —
Q2 2021
Shares 1,150 Value ($000) $52 Avg Close — Range —
Q1 2021
Shares 1,150 Value ($000) $50 Avg Close — Range —