ISHARES TR

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

JIM SAULNIER & ASSOCIATES, LLC's Holding History (CIK: 0002044420)

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

Q4 2025
Shares 191,963 Value ($000) $17,192 Avg Close — Range —
Q3 2025
Shares 152,793 Value ($000) $13,467 Avg Close — Range —
Q2 2025
Shares 146,993 Value ($000) $12,259 Avg Close — Range —
Q1 2025
Shares 109,427 Value ($000) $8,371 Avg Close — Range —
Q4 2024
Shares 79,696 Value ($000) $6,106 Avg Close — Range —
Q3 2024
Shares 55,176 Value ($000) $4,354 Avg Close — Range —