ISHARES TR

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

Legacy Financial Group LLC's Holding History (CIK: 0001834011)

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

Q4 2025
Shares 25,645 Value ($000) $1,700 Avg Close — Range —
Q3 2025
Shares 22,875 Value ($000) $1,473 Avg Close — Range —
Q2 2025
Shares 23,397 Value ($000) $1,441 Avg Close — Range —
Q1 2025
Shares 23,290 Value ($000) $1,341 Avg Close — Range —
Q4 2024
Shares 23,699 Value ($000) $1,358,448 Avg Close — Range —
Q3 2024
Shares 24,847 Value ($000) $1,472 Avg Close — Range —
Q2 2024
Shares 25,536 Value ($000) $1,438 Avg Close — Range —
Q1 2024
Shares 31,403 Value ($000) $1,748 Avg Close — Range —
Q3 2023
Shares 29,427 Value ($000) $1,453,995 Avg Close — Range —
Q2 2023
Shares 31,828 Value ($000) $1,638 Avg Close — Range —
Q1 2023
Shares 30,183 Value ($000) $1,510 Avg Close — Range —
Q4 2022
Shares 29,464 Value ($000) $1,390 Avg Close — Range —
Q3 2022
Shares 25,175 Value ($000) $1,127 Avg Close — Range —
Q2 2022
Shares 26,388 Value ($000) $1,267 Avg Close — Range —
Q1 2022
Shares 24,566 Value ($000) $1,326 Avg Close — Range —
Q4 2021
Shares 17,971 Value ($000) $1,016 Avg Close — Range —
Q3 2021
Shares 20,857 Value ($000) $1,157 Avg Close — Range —
Q2 2021
Shares 14,767 Value ($000) $827 Avg Close — Range —
Q1 2021
Shares 12,715 Value ($000) $681 Avg Close — Range —
Q4 2020
Shares 11,127 Value ($000) $581 Avg Close — Range —