ISHARES TR

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

Divergent Planning, LLC's Holding History (CIK: 0001730787)

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

Q4 2025
Shares 6,262 Value ($000) $409 Avg Close — Range —
Q3 2025
Shares 6,088 Value ($000) $393 Avg Close — Range —
Q2 2025
Shares 6,117 Value ($000) $376 Avg Close — Range —
Q1 2025
Shares 5,976 Value ($000) $336 Avg Close — Range —
Q4 2024
Shares 5,976 Value ($000) $339 Avg Close — Range —
Q3 2024
Shares 5,613 Value ($000) $330 Avg Close — Range —
Q2 2024
Shares 5,623 Value ($000) $317 Avg Close — Range —
Q1 2024
Shares 5,244 Value ($000) $291 Avg Close — Range —
Q4 2023
Shares 5,655 Value ($000) $299 Avg Close — Range —
Q3 2023
Shares 5,965 Value ($000) $293 Avg Close — Range —
Q2 2023
Shares 5,919 Value ($000) $305 Avg Close — Range —
Q1 2023
Shares 5,926 Value ($000) $296 Avg Close — Range —
Q4 2022
Shares 5,760 Value ($000) $272 Avg Close — Range —
Q3 2022
Shares 6,973 Value ($000) $312 Avg Close — Range —
Q2 2022
Shares 7,532 Value ($000) $362 Avg Close — Range —
Q1 2022
Shares 7,386 Value ($000) $400 Avg Close — Range —
Q4 2021
Shares 6,685 Value ($000) $382 Avg Close — Range —
Q3 2021
Shares 6,658 Value ($000) $369 Avg Close — Range —
Q2 2021
Shares 6,488 Value ($000) $361 Avg Close — Range —
Q1 2021
Shares 6,209 Value ($000) $341 Avg Close — Range —
Q4 2020
Shares 7,584 Value ($000) $396 Avg Close — Range —