ISHARES TR

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

Wealth Forward, LLC's Holding History (CIK: 0002012773)

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

Q4 2025
Shares 26,038 Value ($000) $2,332 Avg Close — Range —
Q3 2025
Shares 25,252 Value ($000) $2,226 Avg Close — Range —
Q2 2025
Shares 29,665 Value ($000) $2,474 Avg Close — Range —
Q1 2025
Shares 29,399 Value ($000) $2,249 Avg Close — Range —
Q4 2024
Shares 27,695 Value ($000) $2,122 Avg Close — Range —
Q3 2024
Shares 25,680 Value ($000) $2,026 Avg Close — Range —
Q2 2024
Shares 22,551 Value ($000) $1,686 Avg Close — Range —
Q1 2024
Shares 20,519 Value ($000) $1,507 Avg Close — Range —
Q4 2023
Shares 18,278 Value ($000) $1,262 Avg Close — Range —