ISHARES TR

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

SimpliFi, Inc.'s Holding History (CIK: 0001716983)

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

Q4 2025
Shares 6,812 Value ($000) $610 Avg Close — Range —
Q3 2025
Shares 6,512 Value ($000) $574 Avg Close — Range —
Q2 2025
Shares 7,034 Value ($000) $587 Avg Close — Range —
Q1 2025
Shares 7,169 Value ($000) $548 Avg Close — Range —
Q4 2024
Shares 7,225 Value ($000) $554 Avg Close — Range —
Q3 2024
Shares 7,075 Value ($000) $558 Avg Close — Range —
Q2 2024
Shares 7,974 Value ($000) $596 Avg Close — Range —
Q1 2024
Shares 9,024 Value ($000) $663 Avg Close — Range —
Q4 2023
Shares 8,477 Value ($000) $538 Avg Close — Range —
Q3 2023
Shares 8,477 Value ($000) $538 Avg Close — Range —
Q2 2023
Shares 8,685 Value ($000) $576 Avg Close — Range —
Q1 2023
Shares 8,563 Value ($000) $545 Avg Close — Range —
Q4 2022
Shares 8,345 Value ($000) $499 Avg Close — Range —
Q3 2022
Shares 8,316 Value ($000) $461 Avg Close — Range —
Q2 2022
Shares 8,015 Value ($000) $480 Avg Close — Range —
Q1 2022
Shares 8,007 Value ($000) $552 Avg Close — Range —
Q4 2021
Shares 7,998 Value ($000) $582 Avg Close — Range —
Q3 2021
Shares 8,613 Value ($000) $601 Avg Close — Range —
Q2 2021
Shares 8,556 Value ($000) $604 Avg Close — Range —