ISHARES TR

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

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 578 Value ($000) $38 Avg Close — Range —
Q3 2025
Shares 681 Value ($000) $44 Avg Close — Range —
Q2 2025
Shares 676 Value ($000) $42 Avg Close — Range —
Q1 2025
Shares 672 Value ($000) $39 Avg Close — Range —
Q4 2024
Shares 676 Value ($000) $39 Avg Close — Range —