ISHARES TR

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

Steigerwald, Gordon & Koch Inc.'s Holding History (CIK: 0001731876)

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

Q4 2025
Shares 60 Value ($000) $4 Avg Close — Range —
Q3 2025
Shares 74 Value ($000) $5 Avg Close — Range —