ISHARES TR

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

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 12,134 Value ($000) $1,121 Avg Close — Range —
Q3 2025
Shares 14,487 Value ($000) $1,294 Avg Close — Range —
Q2 2025
Shares 15,853 Value ($000) $1,325 Avg Close — Range —
Q1 2025
Shares 14,963 Value ($000) $1,118 Avg Close — Range —
Q4 2024
Shares 14,089 Value ($000) $1,102 Avg Close — Range —
Q3 2024
Shares 14,061 Value ($000) $1,097 Avg Close — Range —
Q2 2024
Shares 15,070 Value ($000) $1,087 Avg Close — Range —
Q1 2024
Shares 14,294 Value ($000) $1,032 Avg Close — Range —
Q4 2023
Shares 14,441 Value ($000) $997 Avg Close — Range —
Q3 2023
Shares 12,833 Value ($000) $815 Avg Close — Range —
Q2 2023
Shares 10,627 Value ($000) $705 Avg Close — Range —
Q4 2022
Shares 10,346 Value ($000) $643 Avg Close — Range —