ISHARES TR

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

GEN Financial Management, INC.'s Holding History (CIK: 0002032497)

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

Q4 2025
Shares 9,714 Value ($000) $870 Avg Close — Range —
Q3 2025
Shares 8,009 Value ($000) $706 Avg Close — Range —
Q2 2025
Shares 7,906 Value ($000) $659 Avg Close — Range —
Q1 2025
Shares 11,163 Value ($000) $854 Avg Close — Range —
Q4 2024
Shares 13,087 Value ($000) $1,003 Avg Close — Range —