ISHARES TR

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

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 13,836 Value ($000) $660 Avg Close — Range —
Q3 2025
Shares 13,123 Value ($000) $624 Avg Close — Range —
Q2 2025
Shares 12,229 Value ($000) $563 Avg Close — Range —
Q4 2024
Shares 5,630 Value ($000) $245 Avg Close — Range —
Q3 2024
Shares 5,448 Value ($000) $246 Avg Close — Range —
Q2 2024
Shares 4,812 Value ($000) $207 Avg Close — Range —