ISHARES TR

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

Phil A. Younker & Associates, Ltd.'s Holding History (CIK: 0002063635)

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

Q4 2025
Shares 177,547 Value ($000) $11,542 Avg Close — Range —
Q3 2025
Shares 132,373 Value ($000) $8,522 Avg Close — Range —
Q2 2025
Shares 117,647 Value ($000) $7,244 Avg Close — Range —
Q1 2025
Shares 119,068 Value ($000) $6,855 Avg Close — Range —
Q4 2024
Shares 121,111 Value ($000) $6,942 Avg Close — Range —