ISHARES TR

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

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q2 2023
Shares 1,491 Value ($000) $77 Avg Close — Range —
Q1 2023
Shares 1,491 Value ($000) $75 Avg Close — Range —
Q1 2020
Shares 8,312 Value ($000) $360 Avg Close — Range —
Q4 2019
Shares 8,312 Value ($000) $406 Avg Close — Range —
Q3 2019
Shares 4,612 Value ($000) $216 Avg Close — Range —
Q2 2019
Shares 4,591 Value ($000) $208 Avg Close — Range —
Q1 2018
Shares 13,070 Value ($000) $583 Avg Close — Range —
Q4 2017
Shares 16,002 Value ($000) $719 Avg Close — Range —
Q3 2017
Shares 16,483 Value ($000) $739 Avg Close — Range —
Q3 2016
Shares 5,000 Value ($000) $203,950 Avg Close — Range —
Q2 2016
Shares 5,000 Value ($000) $200,150 Avg Close — Range —
Q4 2015
Shares 5,000 Value ($000) $194,400 Avg Close — Range —