ISHARES TR

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

Greystone Financial Group, LLC's Holding History (CIK: 0001845302)

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

Q4 2025
Shares 16,995 Value ($000) $1,105 Avg Close — Range —
Q3 2025
Shares 16,445 Value ($000) $1,059 Avg Close — Range —
Q2 2025
Shares 15,649 Value ($000) $964 Avg Close — Range —
Q1 2025
Shares 16,737 Value ($000) $964 Avg Close — Range —
Q4 2024
Shares 15,225 Value ($000) $873 Avg Close — Range —
Q3 2024
Shares 15,133 Value ($000) $896 Avg Close — Range —
Q2 2024
Shares 15,763 Value ($000) $888 Avg Close — Range —
Q1 2024
Shares 16,980 Value ($000) $945 Avg Close — Range —
Q4 2023
Shares 14,242 Value ($000) $758 Avg Close — Range —
Q3 2023
Shares 13,446 Value ($000) $664 Avg Close — Range —
Q2 2023
Shares 13,648 Value ($000) $702 Avg Close — Range —
Q1 2023
Shares 16,131 Value ($000) $807 Avg Close — Range —
Q4 2022
Shares 14,557 Value ($000) $687 Avg Close — Range —
Q2 2022
Shares 14,176 Value ($000) $680 Avg Close — Range —
Q1 2022
Shares 14,812 Value ($000) $799 Avg Close — Range —
Q4 2021
Shares 13,201 Value ($000) $754 Avg Close — Range —
Q3 2021
Shares 11,016 Value ($000) $611 Avg Close — Range —
Q2 2021
Shares 13,607 Value ($000) $762 Avg Close — Range —
Q1 2021
Shares 13,828 Value ($000) $758 Avg Close — Range —
Q4 2020
Shares 12,657 Value ($000) $680 Avg Close — Range —