ISHARES TR

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

Ethos Financial Group, LLC's Holding History (CIK: 0001954242)

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

Q2 2025
Shares 42,759 Value ($000) $2,633 Avg Close — Range —
Q1 2025
Shares 44,817 Value ($000) $2,569 Avg Close — Range —
Q4 2024
Shares 44,817 Value ($000) $2,569 Avg Close — Range —
Q3 2024
Shares 44,866 Value ($000) $2,658 Avg Close — Range —
Q2 2024
Shares 45,886 Value ($000) $3 Avg Close — Range —
Q1 2024
Shares 47,628 Value ($000) $3 Avg Close — Range —