ISHARES TR

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

Mutual Advisors, LLC's Holding History (CIK: 0001694080)

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

Q4 2025
Shares 26,976 Value ($000) $1,754 Avg Close — Range —
Q3 2025
Shares 26,139 Value ($000) $1,694 Avg Close — Range —
Q2 2025
Shares 24,872 Value ($000) $1,544 Avg Close — Range —
Q1 2025
Shares 24,414 Value ($000) $1,398 Avg Close — Range —
Q4 2024
Shares 22,368 Value ($000) $1,287 Avg Close — Range —
Q3 2024
Shares 21,560 Value ($000) $1,257 Avg Close — Range —
Q2 2024
Shares 20,090 Value ($000) $1,135 Avg Close — Range —
Q1 2024
Shares 20,009 Value ($000) $1,114 Avg Close — Range —
Q4 2023
Shares 22,271 Value ($000) $1,185 Avg Close — Range —
Q3 2023
Shares 20,160 Value ($000) $996 Avg Close — Range —
Q2 2023
Shares 18,753 Value ($000) $965 Avg Close — Range —
Q1 2023
Shares 17,212 Value ($000) $861 Avg Close — Range —
Q4 2022
Shares 19,075 Value ($000) $900 Avg Close — Range —
Q3 2022
Shares 19,267 Value ($000) $863 Avg Close — Range —
Q2 2022
Shares 19,271 Value ($000) $925 Avg Close — Range —
Q1 2022
Shares 15,454 Value ($000) $834 Avg Close — Range —
Q4 2021
Shares 14,346 Value ($000) $819 Avg Close — Range —
Q3 2021
Shares 7,658 Value ($000) $425 Avg Close — Range —
Q2 2021
Shares 7,870 Value ($000) $441 Avg Close — Range —
Q1 2021
Shares 11,185 Value ($000) $599 Avg Close — Range —