ISHARES TR

Ticker: AOM CUSIP: 464289875 Class: CORE 40/60 MODER

JONES FINANCIAL COMPANIES LLLP's Holding History (CIK: 0000815917)

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

Q4 2025
Shares 22,136 Value ($000) $1,057 Avg Close — Range —
Q3 2025
Shares 19,857 Value ($000) $940 Avg Close — Range —
Q2 2025
Shares 17,606 Value ($000) $808 Avg Close — Range —
Q1 2025
Shares 12,653 Value ($000) $554 Avg Close — Range —
Q4 2024
Shares 8,307 Value ($000) $361 Avg Close — Range —
Q3 2024
Shares 7,532 Value ($000) $340 Avg Close — Range —
Q2 2024
Shares 7,559 Value ($000) $325 Avg Close — Range —
Q1 2024
Shares 7,360 Value ($000) $315 Avg Close — Range —
Q4 2023
Shares 7,360 Value ($000) $306 Avg Close — Range —