ISHARES TR

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

SteelPeak Wealth, LLC's Holding History (CIK: 0001801868)

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

Q4 2025
Shares 14,391 Value ($000) $687 Avg Close — Range —
Q3 2025
Shares 15,107 Value ($000) $719 Avg Close — Range —
Q2 2025
Shares 15,115 Value ($000) $696 Avg Close — Range —
Q1 2025
Shares 15,111 Value ($000) $663 Avg Close — Range —
Q4 2024
Shares 16,593 Value ($000) $721 Avg Close — Range —
Q3 2024
Shares 17,566 Value ($000) $792 Avg Close — Range —
Q2 2024
Shares 17,289 Value ($000) $744 Avg Close — Range —
Q1 2024
Shares 16,909 Value ($000) $723 Avg Close — Range —
Q4 2023
Shares 16,072 Value ($000) $667 Avg Close — Range —
Q3 2023
Shares 16,438 Value ($000) $640 Avg Close — Range —
Q2 2023
Shares 17,413 Value ($000) $704 Avg Close — Range —
Q1 2023
Shares 17,456 Value ($000) $696 Avg Close — Range —
Q4 2022
Shares 16,762 Value ($000) $637 Avg Close — Range —
Q3 2022
Shares 17,016 Value ($000) $623 Avg Close — Range —
Q2 2022
Shares 17,429 Value ($000) $679 Avg Close — Range —
Q1 2022
Shares 17,964 Value ($000) $772 Avg Close — Range —
Q4 2021
Shares 19,456 Value ($000) $885 Avg Close — Range —
Q3 2021
Shares 19,401 Value ($000) $868 Avg Close — Range —
Q2 2021
Shares 19,332 Value ($000) $871 Avg Close — Range —
Q1 2021
Shares 20,272 Value ($000) $883 Avg Close — Range —
Q4 2020
Shares 21,552 Value ($000) $931 Avg Close — Range —
Q3 2020
Shares 21,493 Value ($000) $882 Avg Close — Range —
Q2 2020
Shares 21,514 Value ($000) $858 Avg Close — Range —