ISHARES TR

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

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 6,805 Value ($000) $325 Avg Close — Range —
Q3 2025
Shares 6,914 Value ($000) $329 Avg Close — Range —
Q2 2025
Shares 4,495 Value ($000) $207 Avg Close — Range —
Q3 2024
Shares 10,277 Value ($000) $464 Avg Close — Range —
Q2 2024
Shares 9,694 Value ($000) $417 Avg Close — Range —
Q1 2024
Shares 14,485 Value ($000) $620 Avg Close — Range —
Q4 2023
Shares 14,866 Value ($000) $617 Avg Close — Range —