ISHARES TR

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

Divergent Planning, LLC's Holding History (CIK: 0001730787)

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

Q4 2025
Shares 5,047 Value ($000) $454 Avg Close — Range —
Q3 2025
Shares 4,975 Value ($000) $441 Avg Close — Range —
Q2 2025
Shares 4,937 Value ($000) $411 Avg Close — Range —
Q1 2025
Shares 4,731 Value ($000) $364 Avg Close — Range —
Q4 2024
Shares 4,729 Value ($000) $358 Avg Close — Range —
Q3 2024
Shares 4,697 Value ($000) $368 Avg Close — Range —
Q2 2024
Shares 3,893 Value ($000) $292 Avg Close — Range —
Q1 2024
Shares 4,009 Value ($000) $293 Avg Close — Range —
Q4 2023
Shares 3,992 Value ($000) $274 Avg Close — Range —
Q3 2023
Shares 4,006 Value ($000) $254 Avg Close — Range —
Q2 2023
Shares 4,266 Value ($000) $283 Avg Close — Range —
Q1 2023
Shares 5,390 Value ($000) $343 Avg Close — Range —
Q4 2022
Shares 5,954 Value ($000) $356 Avg Close — Range —
Q3 2022
Shares 6,802 Value ($000) $377 Avg Close — Range —
Q2 2022
Shares 6,837 Value ($000) $409 Avg Close — Range —
Q1 2022
Shares 6,943 Value ($000) $481 Avg Close — Range —
Q4 2021
Shares 7,462 Value ($000) $546 Avg Close — Range —
Q3 2021
Shares 9,034 Value ($000) $631 Avg Close — Range —
Q2 2021
Shares 9,134 Value ($000) $641 Avg Close — Range —
Q1 2021
Shares 9,055 Value ($000) $629 Avg Close — Range —
Q4 2020
Shares 8,978 Value ($000) $576 Avg Close — Range —