Executive Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$253K	Hold	5,829	–	–	0.02%	233
2024 Q3	$263K	Buy	+5,829	New	+$263K	0.02%	233