ISHARES TR

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

Pinnacle Wealth Planning Services, Inc.'s Holding History (CIK: 0001726752)

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

Q4 2025

Shares 4,824 Value ($000) $314 Avg Close — Range —

Q3 2025

Shares 4,824 Value ($000) $311 Avg Close — Range —

Q4 2020

Shares 288 Value ($000) $15 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,824	$314	—	—
Q3 2025	4,824	$311	—	—
Q4 2020	288	$15	—	—