ISHARES TR

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

ODonnell Financial Services, LLC's Holding History (CIK: 0001730962)

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

Q4 2025
Shares 31,434 Value ($000) $2,815 Avg Close — Range —
Q3 2025
Shares 32,681 Value ($000) $2,881 Avg Close — Range —
Q2 2025
Shares 30,025 Value ($000) $2,504 Avg Close — Range —
Q1 2025
Shares 27,670 Value ($000) $2,117 Avg Close — Range —
Q4 2024
Shares 26,284 Value ($000) $2,019 Avg Close — Range —
Q3 2024
Shares 25,819 Value ($000) $2,037 Avg Close — Range —
Q2 2024
Shares 25,028 Value ($000) $1,872 Avg Close — Range —
Q1 2024
Shares 21,556 Value ($000) $1,584 Avg Close — Range —
Q4 2023
Shares 21,091 Value ($000) $1,456 Avg Close — Range —