ISHARES TR

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

SAGESPRING WEALTH PARTNERS, LLC's Holding History (CIK: 0002056425)

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

Q4 2025
Shares 3,527 Value ($000) $229 Avg Close — Range —
Q3 2025
Shares 3,516 Value ($000) $226 Avg Close — Range —
Q2 2025
Shares 3,515 Value ($000) $216 Avg Close — Range —
Q1 2025
Shares 5,826 Value ($000) $335 Avg Close — Range —
Q4 2024
Shares 6,498 Value ($000) $372 Avg Close — Range —