Boston Standard Wealth Management, LLC

Position in AOA — iShares Core 80/20 Aggressive Allocation ETF

CIK 1630939 WINCHESTER, MA

Position in AOA

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$745,970

-$62,219 QoQ

Shares Held

8,430

-6.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$745,970	8,430	-6.6%	Shares	Sole	2026-04-20
2025-12-31	$808,189	9,024	+4.2%	Shares	Sole	2026-01-07
2025-09-30	$763,556	8,663	+9.8%	Shares	Sole	2025-10-06
2025-06-30	$657,775	7,887	+10.6%	Shares	Sole	2025-07-02
2025-03-31	$545,521	7,131	-1.8%	Shares	Sole	2025-04-08
2024-12-31	$556,188	7,260	+2.0%	Shares	Sole	2025-01-27
2024-09-30	$561,760	7,119	-0.2%	Shares	Sole	2024-10-07
2024-06-30	$533,256	7,131	-1.3%	Shares	Sole	2024-07-10
2024-03-31	$530,528	7,222	-2.7%	Shares	Sole	2024-04-11
2023-12-31	$512,420	7,421	0.0%	Shares	Sole	2024-01-08
2023-09-30	$471,159	7,421	+0.4%	Shares	Sole	2023-10-10
2023-06-30	$490,451	7,393	+2.1%	Shares	Sole	2023-07-06
2023-03-31	$460,391	7,240	+7.9%	Shares	Sole	2023-04-04
2022-12-31	$401,042	6,712	-0.2%	Shares	Sole	2023-01-10
2022-09-30	$372,956	6,726	+1.7%	Shares	Sole	2022-10-13
2022-06-30	$396,112	6,614	+4.3%	Shares	Sole	2022-07-12
2022-03-31	$437,148	6,341	+4.2%	Shares	Sole	2022-04-12
2021-12-31	$443,036	6,084	-0.3%	Shares	Sole	2022-01-18
2021-09-30	$425,980	6,102	+0.0%	Shares	Sole	2021-10-07
2021-06-30	$431,035	6,101	-3.0%	Shares	Sole	2021-07-13
2021-03-31	$420,922	6,289	-4.9%	Shares	Sole	2021-04-19
2020-12-31	$424,358	6,612	-3.7%	Shares	Sole	2021-01-12
2020-09-30	$398,228	6,866	-1.9%	Shares	Sole	2020-10-20
2020-06-30	$384,050	6,998	-1.5%	Shares	Sole	2020-07-06
2020-03-31	$337,013	7,101	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.