ISHARES TR

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

Rothschild Wealth LLC's Holding History (CIK: 0001811345)

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

Q4 2025
Shares 22,010 Value ($000) $1,051 Avg Close — Range —
Q3 2025
Shares 20,692 Value ($000) $985 Avg Close — Range —
Q2 2025
Shares 20,891 Value ($000) $962 Avg Close — Range —
Q1 2025
Shares 15,378 Value ($000) $675 Avg Close — Range —
Q4 2024
Shares 17,075 Value ($000) $742 Avg Close — Range —
Q3 2024
Shares 29,028 Value ($000) $729 Avg Close — Range —
Q2 2024
Shares 42,282 Value ($000) $1,819 Avg Close — Range —
Q1 2024
Shares 49,124 Value ($000) $2,102 Avg Close — Range —
Q2 2023
Shares 38,010 Value ($000) $1,536 Avg Close — Range —
Q1 2023
Shares 38,639 Value ($000) $1,540 Avg Close — Range —
Q4 2022
Shares 22,991 Value ($000) $874 Avg Close — Range —
Q3 2022
Shares 19,923 Value ($000) $729 Avg Close — Range —