ISHARES TR

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

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q3 2025
Shares 293,944 Value ($000) $18,924 Avg Close — Range —
Q2 2025
Shares 297,853 Value ($000) $18,339 Avg Close — Range —
Q1 2025
Shares 302,000 Value ($000) $17,386 Avg Close — Range —
Q4 2024
Shares 310,923 Value ($000) $17,822 Avg Close — Range —
Q3 2024
Shares 311,620 Value ($000) $1,183 Avg Close — Range —
Q2 2024
Shares 305,817 Value ($000) $17,224 Avg Close — Range —