ISHARES TR

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

Occidental Asset Management, LLC's Holding History (CIK: 0001770994)

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

Q1 2023
Shares 7,092 Value ($000) $283 Avg Close Range
Q4 2022
Shares 7,322 Value ($000) $278 Avg Close Range
Q3 2022
Shares 8,352 Value ($000) $306 Avg Close Range
Q2 2022
Shares 8,635 Value ($000) $336 Avg Close Range
Q1 2022
Shares 9,025 Value ($000) $388 Avg Close Range
Q4 2021
Shares 8,900 Value ($000) $405 Avg Close Range
Q3 2021
Shares 8,960 Value ($000) $401 Avg Close Range
Q2 2021
Shares 9,260 Value ($000) $417 Avg Close Range
Q1 2021
Shares 8,810 Value ($000) $384 Avg Close Range
Q4 2020
Shares 9,080 Value ($000) $392 Avg Close Range
Q3 2020
Shares 9,539 Value ($000) $392 Avg Close Range
Q2 2020
Shares 9,629 Value ($000) $384 Avg Close Range
Q1 2020
Shares 9,529 Value ($000) $350 Avg Close Range
Q4 2019
Shares 10,899 Value ($000) $437 Avg Close Range
Q3 2019
Shares 10,682 Value ($000) $420 Avg Close Range
Q2 2019
Shares 10,680 Value ($000) $417 Avg Close Range
Q1 2019
Shares 11,109 Value ($000) $423 Avg Close Range
Q4 2018
Shares 11,889 Value ($000) $424 Avg Close Range
Q3 2018
Shares 12,257 Value ($000) $464 Avg Close Range
Q2 2018
Shares 12,515 Value ($000) $470 Avg Close Range
Q1 2018
Shares 12,111 Value ($000) $457 Avg Close Range
Q4 2017
Shares 11,036 Value ($000) $420 Avg Close Range
Q3 2017
Shares 8,023 Value ($000) $305 Avg Close Range
Q2 2017
Shares 6,922 Value ($000) $258 Avg Close Range