ISHARES TR

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

Wealth Forward, LLC's Holding History (CIK: 0002012773)

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

Q4 2025
Shares 86,635 Value ($000) $5,632 Avg Close — Range —
Q3 2025
Shares 87,746 Value ($000) $5,649 Avg Close — Range —
Q2 2025
Shares 106,735 Value ($000) $6,572 Avg Close — Range —
Q1 2025
Shares 107,110 Value ($000) $6,166 Avg Close — Range —
Q4 2024
Shares 105,729 Value ($000) $6,060 Avg Close — Range —
Q3 2024
Shares 103,788 Value ($000) $6,148 Avg Close — Range —
Q2 2024
Shares 100,980 Value ($000) $5,687 Avg Close — Range —
Q1 2024
Shares 103,645 Value ($000) $5,770 Avg Close — Range —
Q4 2023
Shares 102,305 Value ($000) $5,442 Avg Close — Range —