ISHARES TR

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

Philip James Wealth Mangement, LLC's Holding History (CIK: 0002002630)

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

Q2 2025
Shares 4,805 Value ($000) $221 Avg Close — Range —
Q1 2025
Shares 4,788 Value ($000) $210 Avg Close — Range —
Q4 2024
Shares 5,588 Value ($000) $243 Avg Close — Range —
Q3 2024
Shares 5,469 Value ($000) $247 Avg Close — Range —
Q2 2024
Shares 5,399 Value ($000) $232 Avg Close — Range —
Q1 2024
Shares 5,486 Value ($000) $235 Avg Close — Range —
Q4 2023
Shares 5,582 Value ($000) $232 Avg Close — Range —