ISHARES TR

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

Insight Wealth Partners, LLC's Holding History (CIK: 0001627003)

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

Q4 2025
Shares 3,387 Value ($000) $220 Avg Close — Range —
Q3 2025
Shares 3,467 Value ($000) $223 Avg Close — Range —
Q2 2025
Shares 3,502 Value ($000) $216 Avg Close — Range —
Q1 2025
Shares 3,502 Value ($000) $202 Avg Close — Range —
Q4 2024
Shares 3,502 Value ($000) $201 Avg Close — Range —
Q3 2024
Shares 3,502 Value ($000) $207 Avg Close — Range —