ISHARES TR

Ticker: AOK CUSIP: 464289883 Class: CONSER ALLOC ETF

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

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

Q4 2025
Shares 8,020 Value ($000) $322 Avg Close — Range —
Q3 2024
Shares 5,517 Value ($000) $213 Avg Close — Range —
Q2 2024
Shares 6,405 Value ($000) $237 Avg Close — Range —
Q1 2024
Shares 8,825 Value ($000) $325 Avg Close — Range —
Q4 2023
Shares 8,825 Value ($000) $319 Avg Close — Range —
Q3 2023
Shares 8,825 Value ($000) $300 Avg Close — Range —
Q2 2023
Shares 8,825 Value ($000) $310 Avg Close — Range —
Q1 2023
Shares 8,825 Value ($000) $309 Avg Close — Range —
Q4 2022
Shares 8,825 Value ($000) $297 Avg Close — Range —
Q3 2022
Shares 9,715 Value ($000) $317 Avg Close — Range —
Q2 2022
Shares 9,715 Value ($000) $336 Avg Close — Range —
Q1 2022
Shares 11,538 Value ($000) $435 Avg Close — Range —
Q4 2021
Shares 13,934 Value ($000) $557 Avg Close — Range —