ISHARES TR

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

Intelligent Financial Strategies's Holding History (CIK: 0001911000)

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

Q4 2025
Shares 4,546 Value ($000) $296 Avg Close — Range —
Q3 2025
Shares 4,500 Value ($000) $290 Avg Close — Range —