ISHARES TR

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

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

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

Q4 2025
Shares 2,392 Value ($000) $156 Avg Close — Range —
Q3 2024
Shares 7,636 Value ($000) $452 Avg Close — Range —
Q2 2024
Shares 11,562 Value ($000) $651 Avg Close — Range —
Q4 2023
Shares 13,103 Value ($000) $700 Avg Close — Range —
Q3 2023
Shares 13,934 Value ($000) $688 Avg Close — Range —
Q2 2023
Shares 13,968 Value ($000) $719 Avg Close — Range —
Q1 2023
Shares 14,385 Value ($000) $720 Avg Close — Range —
Q4 2022
Shares 15,862 Value ($000) $748 Avg Close — Range —