ISHARES TR

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

Legacy Financial Group LLC's Holding History (CIK: 0001834011)

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

Q4 2025
Shares 75,053 Value ($000) $6,889 Avg Close — Range —
Q3 2025
Shares 73,360 Value ($000) $6,466 Avg Close — Range —
Q2 2025
Shares 83,115 Value ($000) $6,932 Avg Close — Range —
Q1 2025
Shares 84,680 Value ($000) $6,478 Avg Close — Range —
Q4 2024
Shares 90,789 Value ($000) $6,955,322 Avg Close — Range —
Q3 2024
Shares 92,408 Value ($000) $7,292 Avg Close — Range —
Q2 2024
Shares 83,163 Value ($000) $6,219 Avg Close — Range —
Q1 2024
Shares 71,995 Value ($000) $5,289 Avg Close — Range —
Q3 2023
Shares 61,934 Value ($000) $3,932,194 Avg Close — Range —
Q2 2023
Shares 60,988 Value ($000) $4,046 Avg Close — Range —
Q1 2023
Shares 60,899 Value ($000) $3,873 Avg Close — Range —
Q4 2022
Shares 64,684 Value ($000) $3,865 Avg Close — Range —
Q3 2022
Shares 57,736 Value ($000) $3,201 Avg Close — Range —
Q2 2022
Shares 56,917 Value ($000) $3,409 Avg Close — Range —
Q1 2022
Shares 46,513 Value ($000) $3,207 Avg Close — Range —
Q4 2021
Shares 31,851 Value ($000) $2,299 Avg Close — Range —
Q3 2021
Shares 28,699 Value ($000) $2,003 Avg Close — Range —
Q2 2021
Shares 19,062 Value ($000) $1,347 Avg Close — Range —
Q1 2021
Shares 10,127 Value ($000) $678 Avg Close — Range —