ISHARES TR

Ticker: AOK CUSIP: 464289883 Class: CONSER ALLOC ETF

Archvest Wealth Advisors, Inc.'s Holding History (CIK: 0001910174)

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

Q4 2025
Shares 11,055 Value ($000) $444 Avg Close — Range —
Q3 2025
Shares 11,536 Value ($000) $463 Avg Close — Range —
Q2 2025
Shares 103,050 Value ($000) $4,026 Avg Close — Range —
Q1 2025
Shares 103,337 Value ($000) $3,889 Avg Close — Range —
Q4 2024
Shares 112,764 Value ($000) $4,206 Avg Close — Range —
Q3 2024
Shares 103,081 Value ($000) $3,985 Avg Close — Range —
Q2 2024
Shares 103,013 Value ($000) $3,794 Avg Close — Range —
Q1 2024
Shares 87,090 Value ($000) $3,193 Avg Close — Range —
Q4 2023
Shares 86,768 Value ($000) $3,137 Avg Close — Range —
Q3 2023
Shares 109,971 Value ($000) $3,875 Avg Close — Range —
Q2 2023
Shares 109,971 Value ($000) $3,875 Avg Close — Range —
Q1 2023
Shares 106,803 Value ($000) $3,734 Avg Close — Range —
Q4 2022
Shares 101,390 Value ($000) $3,408 Avg Close — Range —
Q3 2022
Shares 85,528 Value ($000) $2,790 Avg Close — Range —
Q2 2022
Shares 80,955 Value ($000) $2,799 Avg Close — Range —
Q1 2022
Shares 81,108 Value ($000) $3,055 Avg Close — Range —
Q4 2021
Shares 84,023 Value ($000) $3,362 Avg Close — Range —