ISHARES TR

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

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

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

Q4 2025
Shares 321,733 Value ($000) $20,916 Avg Close — Range —
Q3 2025
Shares 300,333 Value ($000) $19,335 Avg Close — Range —
Q2 2025
Shares 288,432 Value ($000) $17,759 Avg Close — Range —
Q1 2025
Shares 261,801 Value ($000) $15,072 Avg Close — Range —
Q4 2024
Shares 235,772 Value ($000) $13,514 Avg Close — Range —
Q3 2024
Shares 204,307 Value ($000) $12,103 Avg Close — Range —
Q2 2024
Shares 179,953 Value ($000) $10,135 Avg Close — Range —
Q1 2024
Shares 11,578 Value ($000) $645 Avg Close — Range —
Q4 2023
Shares 5,096 Value ($000) $273 Avg Close — Range —
Q3 2023
Shares 4,259 Value ($000) $210 Avg Close — Range —
Q2 2019
Shares 9,904 Value ($000) $457 Avg Close — Range —
Q1 2019
Shares 12,974 Value ($000) $580 Avg Close — Range —
Q4 2018
Shares 11,893 Value ($000) $519 Avg Close — Range —
Q3 2018
Shares 6,216 Value ($000) $281 Avg Close — Range —