ISHARES TR

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

Successful Portfolios LLC's Holding History (CIK: 0001721780)

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

Q3 2025
Shares 5,668 Value ($000) $365 Avg Close — Range —
Q2 2025
Shares 5,660 Value ($000) $348 Avg Close — Range —
Q1 2025
Shares 5,660 Value ($000) $326 Avg Close — Range —