ISHARES TR

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

FAMILY WEALTH PARTNERS, LLC's Holding History (CIK: 0002016217)

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

Q4 2025
Shares 2,607 Value ($000) $234 Avg Close — Range —
Q3 2025
Shares 2,839 Value ($000) $250 Avg Close — Range —
Q2 2025
Shares 2,896 Value ($000) $242 Avg Close — Range —
Q1 2025
Shares 3,082 Value ($000) $236 Avg Close — Range —
Q4 2024
Shares 3,070 Value ($000) $235 Avg Close — Range —
Q3 2024
Shares 3,046 Value ($000) $240 Avg Close — Range —
Q2 2024
Shares 3,019 Value ($000) $226 Avg Close — Range —
Q1 2024
Shares 3,504 Value ($000) $257 Avg Close — Range —
Q4 2023
Shares 3,922 Value ($000) $271 Avg Close — Range —