ISHARES TR

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

Stonebridge Financial Group, LLC's Holding History (CIK: 0002009367)

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

Q4 2025
Shares 12,263 Value ($000) $797 Avg Close — Range —
Q3 2025
Shares 11,530 Value ($000) $742 Avg Close — Range —
Q2 2025
Shares 11,986 Value ($000) $738 Avg Close — Range —
Q1 2025
Shares 17,972 Value ($000) $1,035 Avg Close — Range —
Q4 2024
Shares 13,487 Value ($000) $773 Avg Close — Range —