ISHARES TR

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

Financial Strategies Group, Inc.'s Holding History (CIK: 0001774343)

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

Q4 2023
Shares 4,392 Value ($000) $233 Avg Close — Range —
Q1 2023
Shares 6,005 Value ($000) $300 Avg Close — Range —
Q4 2022
Shares 6,026 Value ($000) $284 Avg Close — Range —
Q2 2022
Shares 5,881 Value ($000) $282 Avg Close — Range —
Q1 2022
Shares 5,781 Value ($000) $312 Avg Close — Range —
Q4 2021
Shares 5,551 Value ($000) $317 Avg Close — Range —
Q3 2021
Shares 11,999 Value ($000) $666 Avg Close — Range —
Q2 2021
Shares 12,442 Value ($000) $697 Avg Close — Range —
Q1 2021
Shares 12,844 Value ($000) $688 Avg Close — Range —
Q4 2020
Shares 12,554 Value ($000) $655 Avg Close — Range —
Q3 2020
Shares 12,051 Value ($000) $584 Avg Close — Range —
Q2 2020
Shares 12,039 Value ($000) $558 Avg Close — Range —
Q1 2020
Shares 11,747 Value ($000) $486 Avg Close — Range —
Q4 2019
Shares 11,551 Value ($000) $553 Avg Close — Range —