ISHARES TR

Ticker: AOR CUSIP: 464289867 Class: CORE 60/40 BALAN

PDS Planning, Inc's Holding History (CIK: 0000838618)

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

Q4 2025
Shares 11,558 Value ($000) $751 Avg Close — Range —
Q3 2025
Shares 12,808 Value ($000) $825 Avg Close — Range —
Q2 2025
Shares 14,131 Value ($000) $870 Avg Close — Range —
Q1 2025
Shares 14,318 Value ($000) $824 Avg Close — Range —
Q4 2024
Shares 15,075 Value ($000) $864 Avg Close — Range —
Q3 2024
Shares 15,071 Value ($000) $893 Avg Close — Range —
Q2 2024
Shares 15,151 Value ($000) $853 Avg Close — Range —
Q1 2024
Shares 16,572 Value ($000) $923 Avg Close — Range —
Q4 2023
Shares 16,894 Value ($000) $899 Avg Close — Range —
Q3 2023
Shares 20,045 Value ($000) $990 Avg Close — Range —
Q2 2023
Shares 20,031 Value ($000) $1,031 Avg Close — Range —
Q1 2023
Shares 21,726 Value ($000) $1,087 Avg Close — Range —
Q4 2022
Shares 27,176 Value ($000) $1,282 Avg Close — Range —