ISHARES TR

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

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

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

Q4 2025
Shares 14,040 Value ($000) $913 Avg Close — Range —
Q3 2025
Shares 16,762 Value ($000) $1,079 Avg Close — Range —