ISHARES TR

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

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 6,351 Value ($000) $423 Avg Close — Range —
Q3 2025
Shares 6,149 Value ($000) $400 Avg Close — Range —
Q2 2025
Shares 6,058 Value ($000) $373 Avg Close — Range —
Q1 2025
Shares 5,947 Value ($000) $335 Avg Close — Range —
Q4 2024
Shares 6,819 Value ($000) $398 Avg Close — Range —
Q3 2024
Shares 6,701 Value ($000) $391 Avg Close — Range —
Q2 2024
Shares 5,422 Value ($000) $299 Avg Close — Range —
Q1 2024
Shares 5,091 Value ($000) $279 Avg Close — Range —
Q4 2023
Shares 5,191 Value ($000) $276 Avg Close — Range —
Q3 2023
Shares 4,444 Value ($000) $220 Avg Close — Range —
Q2 2023
Shares 3,846 Value ($000) $198 Avg Close — Range —
Q4 2022
Shares 4,297 Value ($000) $211 Avg Close — Range —