ISHARES TR

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

Fidato Wealth LLC's Holding History (CIK: 0001711360)

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

Q4 2025
Shares 11,453 Value ($000) $745 Avg Close — Range —
Q3 2025
Shares 11,307 Value ($000) $728 Avg Close — Range —
Q2 2025
Shares 12,348 Value ($000) $760 Avg Close — Range —
Q1 2025
Shares 12,514 Value ($000) $720 Avg Close — Range —
Q4 2024
Shares 13,277 Value ($000) $761 Avg Close — Range —
Q3 2024
Shares 13,958 Value ($000) $827 Avg Close — Range —
Q2 2024
Shares 13,924 Value ($000) $784 Avg Close — Range —
Q1 2024
Shares 12,670 Value ($000) $705 Avg Close — Range —
Q4 2023
Shares 11,676 Value ($000) $621 Avg Close — Range —
Q4 2022
Shares 4,395 Value ($000) $207 Avg Close — Range —