ISHARES TR

Ticker: AOA CUSIP: 464289859 Class: CORE 80/20 AGGRE

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q4 2023
Shares 8,128 Value ($000) $561 Avg Close — Range —
Q3 2023
Shares 9,626 Value ($000) $611 Avg Close — Range —
Q2 2023
Shares 9,634 Value ($000) $639 Avg Close — Range —
Q1 2023
Shares 7,857 Value ($000) $500 Avg Close — Range —
Q4 2022
Shares 7,964 Value ($000) $509 Avg Close — Range —
Q1 2022
Shares 5,943 Value ($000) $380 Avg Close — Range —
Q4 2021
Shares 5,958 Value ($000) $417 Avg Close — Range —
Q3 2021
Shares 6,022 Value ($000) $437 Avg Close — Range —
Q2 2021
Shares 5,600 Value ($000) $401 Avg Close — Range —
Q1 2021
Shares 5,409 Value ($000) $372 Avg Close — Range —
Q4 2020
Shares 5,457 Value ($000) $360 Avg Close — Range —
Q3 2020
Shares 8,796 Value ($000) $534 Avg Close — Range —
Q2 2020
Shares 8,731 Value ($000) $511 Avg Close — Range —
Q1 2020
Shares 42,547 Value ($000) $2,147 Avg Close — Range —
Q4 2019
Shares 52,801 Value ($000) $3,137 Avg Close — Range —
Q3 2019
Shares 52,643 Value ($000) $2,973 Avg Close — Range —
Q2 2019
Shares 40,058 Value ($000) $2,155 Avg Close — Range —