ISHARES TR

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

Vested Financial Planning, LLC's Holding History (CIK: 0002044679)

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

Q4 2025
Shares 2,908 Value ($000) $260 Avg Close Range
Q3 2025
Shares 2,882 Value ($000) $254 Avg Close Range
Q2 2025
Shares 2,507 Value ($000) $209 Avg Close Range