ISHARES TR

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

MPS Loria Financial Planners, LLC's Holding History (CIK: 0001716180)

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

Q4 2025
Shares 18,852 Value ($000) $1,226 Avg Close — Range —
Q3 2025
Shares 17,085 Value ($000) $1,100 Avg Close — Range —
Q2 2025
Shares 15,091 Value ($000) $929 Avg Close — Range —
Q1 2025
Shares 14,067 Value ($000) $810 Avg Close — Range —
Q4 2024
Shares 8,015 Value ($000) $459 Avg Close — Range —
Q3 2024
Shares 5,470 Value ($000) $324 Avg Close — Range —
Q2 2024
Shares 4,233 Value ($000) $238 Avg Close — Range —