ISHARES TR

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

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 6,475 Value ($000) $580 Avg Close — Range —
Q3 2025
Shares 6,293 Value ($000) $555 Avg Close — Range —
Q2 2025
Shares 3,908 Value ($000) $326 Avg Close — Range —
Q1 2025
Shares 3,871 Value ($000) $296 Avg Close — Range —
Q4 2024
Shares 3,676 Value ($000) $282 Avg Close — Range —
Q3 2024
Shares 4,066 Value ($000) $321 Avg Close — Range —
Q2 2024
Shares 3,306 Value ($000) $247 Avg Close — Range —
Q1 2024
Shares 3,045 Value ($000) $224 Avg Close — Range —
Q4 2023
Shares 2,916 Value ($000) $201 Avg Close — Range —