ISHARES TR

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

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 5,969 Value ($000) $535 Avg Close — Range —
Q3 2025
Shares 5,979 Value ($000) $527 Avg Close — Range —
Q2 2025
Shares 5,833 Value ($000) $486 Avg Close — Range —
Q4 2024
Shares 4,552 Value ($000) $349 Avg Close — Range —
Q3 2024
Shares 2,503 Value ($000) $198 Avg Close — Range —
Q2 2024
Shares 2,505 Value ($000) $187 Avg Close — Range —
Q1 2024
Shares 2,500 Value ($000) $184 Avg Close — Range —
Q4 2023
Shares 2,500 Value ($000) $170 Avg Close — Range —
Q3 2023
Shares 2,234 Value ($000) $139 Avg Close — Range —
Q2 2023
Shares 2,234 Value ($000) $148 Avg Close — Range —
Q1 2023
Shares 2,231 Value ($000) $142 Avg Close — Range —
Q2 2022
Shares 15 Value ($000) $1 Avg Close — Range —
Q1 2022
Shares 45 Value ($000) $3 Avg Close — Range —
Q3 2021
Shares 223 Value ($000) $16 Avg Close — Range —
Q2 2021
Shares 131 Value ($000) $9 Avg Close — Range —
Q1 2021
Shares 6 Value ($000) $0 Avg Close — Range —