ISHARES TR

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

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

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

Q4 2025
Shares 5,013 Value ($000) $449 Avg Close — Range —
Q3 2025
Shares 7,254 Value ($000) $639 Avg Close — Range —
Q2 2025
Shares 7,254 Value ($000) $605 Avg Close — Range —
Q1 2025
Shares 6,079 Value ($000) $465 Avg Close — Range —
Q4 2024
Shares 6,079 Value ($000) $466 Avg Close — Range —
Q3 2024
Shares 5,604 Value ($000) $442 Avg Close — Range —
Q2 2024
Shares 5,604 Value ($000) $419 Avg Close — Range —
Q1 2024
Shares 5,604 Value ($000) $412 Avg Close — Range —
Q4 2023
Shares 5,604 Value ($000) $387 Avg Close — Range —
Q3 2023
Shares 5,604 Value ($000) $356 Avg Close — Range —