ISHARES TR

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

Legacy Wealth Managment, LLC/ID's Holding History (CIK: 0002045082)

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

Q4 2025
Shares 674 Value ($000) $60 Avg Close — Range —
Q3 2025
Shares 4,585 Value ($000) $404 Avg Close — Range —