ISHARES TR

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

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q4 2025
Shares 3,524 Value ($000) $229 Avg Close — Range —
Q3 2025
Shares 3,475 Value ($000) $224 Avg Close — Range —
Q2 2025
Shares 3,449 Value ($000) $212 Avg Close — Range —
Q1 2025
Shares 3,370 Value ($000) $194 Avg Close — Range —
Q4 2024
Shares 3,370 Value ($000) $193 Avg Close — Range —
Q3 2024
Shares 3,320 Value ($000) $197 Avg Close — Range —
Q2 2024
Shares 3,295 Value ($000) $186 Avg Close — Range —