ISHARES TR

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

Partners in Financial Planning's Holding History (CIK: 0002054264)

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

Q4 2025
Shares 2,919 Value ($000) $261 Avg Close — Range —
Q3 2025
Shares 2,379 Value ($000) $210 Avg Close — Range —