ISHARES TR

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

Heirloom Wealth Management's Holding History (CIK: 0001882903)

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

Q4 2025
Shares 9,094 Value ($000) $434 Avg Close — Range —
Q3 2025
Shares 9,009 Value ($000) $429 Avg Close — Range —
Q2 2025
Shares 9,528 Value ($000) $439 Avg Close — Range —
Q1 2025
Shares 8,547 Value ($000) $375 Avg Close — Range —
Q4 2024
Shares 11,850 Value ($000) $515 Avg Close — Range —
Q3 2024
Shares 7,940 Value ($000) $358 Avg Close — Range —
Q2 2024
Shares 8,381 Value ($000) $360 Avg Close — Range —
Q1 2024
Shares 9,927 Value ($000) $425 Avg Close — Range —
Q4 2023
Shares 10,573 Value ($000) $439 Avg Close — Range —
Q3 2023
Shares 9,457 Value ($000) $368 Avg Close — Range —
Q2 2023
Shares 10,302 Value ($000) $416 Avg Close — Range —
Q1 2023
Shares 11,767 Value ($000) $469 Avg Close — Range —
Q4 2022
Shares 7,382 Value ($000) $281 Avg Close — Range —