ISHARES TR

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

Marion Wealth Management's Holding History (CIK: 0001911097)

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

Q4 2025
Shares 7,682 Value ($000) $704 Avg Close — Range —
Q3 2025
Shares 7,051 Value ($000) $621 Avg Close — Range —
Q2 2025
Shares 7,130 Value ($000) $595 Avg Close — Range —
Q1 2025
Shares 8,339 Value ($000) $638 Avg Close — Range —
Q4 2024
Shares 7,479 Value ($000) $573 Avg Close — Range —
Q3 2024
Shares 7,190 Value ($000) $567 Avg Close — Range —
Q2 2024
Shares 6,972 Value ($000) $521 Avg Close — Range —
Q1 2024
Shares 6,155 Value ($000) $452 Avg Close — Range —
Q4 2023
Shares 5,493 Value ($000) $379 Avg Close — Range —
Q3 2023
Shares 5,119 Value ($000) $325 Avg Close — Range —
Q2 2023
Shares 4,863 Value ($000) $323 Avg Close — Range —
Q1 2023
Shares 4,199 Value ($000) $267 Avg Close — Range —
Q4 2022
Shares 3,714 Value ($000) $222 Avg Close — Range —