ISHARES TR

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

Strategic Family Wealth Counselors, L.L.C.'s Holding History (CIK: 0001729755)

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

Q4 2025
Shares 92,928 Value ($000) $6,069 Avg Close — Range —
Q3 2025
Shares 92,829 Value ($000) $5,976 Avg Close — Range —
Q2 2025
Shares 90,200 Value ($000) $5,554 Avg Close — Range —
Q1 2025
Shares 89,396 Value ($000) $5,147 Avg Close — Range —
Q4 2024
Shares 89,284 Value ($000) $5,118 Avg Close — Range —
Q3 2024
Shares 57,122 Value ($000) $3,384 Avg Close — Range —
Q2 2024
Shares 54,487 Value ($000) $3,069 Avg Close — Range —
Q1 2024
Shares 52,895 Value ($000) $2,945 Avg Close — Range —
Q4 2023
Shares 70,969 Value ($000) $3,775 Avg Close — Range —
Q3 2023
Shares 50,013 Value ($000) $2,471 Avg Close — Range —
Q2 2023
Shares 50,013 Value ($000) $2,573 Avg Close — Range —
Q1 2023
Shares 50,013 Value ($000) $2,502 Avg Close — Range —
Q4 2022
Shares 119,145 Value ($000) $5,619 Avg Close — Range —
Q3 2022
Shares 46,916 Value ($000) $2,101 Avg Close — Range —
Q2 2022
Shares 46,916 Value ($000) $2,252 Avg Close — Range —
Q1 2022
Shares 48,169 Value ($000) $2,599 Avg Close — Range —
Q4 2021
Shares 52,843 Value ($000) $3,016 Avg Close — Range —
Q3 2021
Shares 50,524 Value ($000) $2,803 Avg Close — Range —
Q2 2021
Shares 50,970 Value ($000) $2,854 Avg Close — Range —
Q1 2021
Shares 50,870 Value ($000) $2,725 Avg Close — Range —
Q4 2020
Shares 50,870 Value ($000) $2,655 Avg Close — Range —
Q3 2020
Shares 43,609 Value ($000) $2,112 Avg Close — Range —
Q2 2020
Shares 57,449 Value ($000) $2,665 Avg Close — Range —
Q1 2020
Shares 32,978 Value ($000) $1,365 Avg Close — Range —
Q4 2018
Shares 13,393 Value ($000) $553 Avg Close — Range —