ISHARES TR

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

SimpliFi, Inc.'s Holding History (CIK: 0001716983)

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

Q4 2025
Shares 18,847 Value ($000) $1,225 Avg Close — Range —
Q3 2025
Shares 18,879 Value ($000) $1,215 Avg Close — Range —
Q2 2025
Shares 19,616 Value ($000) $1,208 Avg Close — Range —
Q1 2025
Shares 19,383 Value ($000) $1,116 Avg Close — Range —
Q4 2024
Shares 19,278 Value ($000) $1,105 Avg Close — Range —
Q3 2024
Shares 20,046 Value ($000) $1,188 Avg Close — Range —
Q2 2024
Shares 20,566 Value ($000) $1,158 Avg Close — Range —
Q1 2024
Shares 21,012 Value ($000) $1,170 Avg Close — Range —
Q4 2023
Shares 21,733 Value ($000) $1,074 Avg Close — Range —
Q3 2023
Shares 21,733 Value ($000) $1,074 Avg Close — Range —
Q2 2023
Shares 21,441 Value ($000) $1,103 Avg Close — Range —
Q1 2023
Shares 21,034 Value ($000) $1,052 Avg Close — Range —
Q4 2022
Shares 21,999 Value ($000) $1,037 Avg Close — Range —
Q3 2022
Shares 21,620 Value ($000) $968 Avg Close — Range —
Q2 2022
Shares 21,537 Value ($000) $1,034 Avg Close — Range —
Q1 2022
Shares 22,407 Value ($000) $1,209 Avg Close — Range —
Q4 2021
Shares 22,267 Value ($000) $1,271 Avg Close — Range —
Q3 2021
Shares 20,740 Value ($000) $1,150 Avg Close — Range —
Q2 2021
Shares 19,162 Value ($000) $1,073 Avg Close — Range —