Aspiriant LLC’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$315K	Buy	+8,060	New	+$315K	0.01%	244
2022 Q1	–	Sell	-9,014	Closed	-$361K	–	278
2021 Q4	$361K	Sell	9,014 -2,501	-22%	-$100K	0.02%	209
2021 Q3	$455K	Buy	+11,515	New	+$455K	0.03%	166