ISHARES TR

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

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q4 2025
Shares 175 Value ($000) $16 Avg Close — Range —
Q3 2025
Shares 175 Value ($000) $15 Avg Close — Range —