ISHARES TR

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

JIM SAULNIER & ASSOCIATES, LLC's Holding History (CIK: 0002044420)

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

Q4 2025
Shares 392,041 Value ($000) $25,487 Avg Close — Range —
Q3 2025
Shares 292,135 Value ($000) $18,808 Avg Close — Range —
Q2 2025
Shares 283,024 Value ($000) $17,426 Avg Close — Range —
Q1 2025
Shares 245,927 Value ($000) $14,158 Avg Close — Range —
Q4 2024
Shares 204,781 Value ($000) $11,738 Avg Close — Range —
Q3 2024
Shares 185,418 Value ($000) $10,984 Avg Close — Range —