ISHARES TR

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

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q3 2023
Shares 5,422 Value ($000) $211 Avg Close — Range —
Q2 2023
Shares 5,432 Value ($000) $220 Avg Close — Range —
Q1 2023
Shares 5,442 Value ($000) $217 Avg Close — Range —
Q4 2022
Shares 5,643 Value ($000) $224 Avg Close — Range —
Q1 2022
Shares 10,141 Value ($000) $411 Avg Close — Range —
Q4 2021
Shares 9,062 Value ($000) $400 Avg Close — Range —
Q3 2021
Shares 9,062 Value ($000) $413 Avg Close — Range —
Q2 2021
Shares 9,062 Value ($000) $412 Avg Close — Range —
Q1 2021
Shares 8,880 Value ($000) $394 Avg Close — Range —
Q4 2020
Shares 11,280 Value ($000) $492 Avg Close — Range —
Q3 2020
Shares 13,595 Value ($000) $570 Avg Close — Range —
Q2 2020
Shares 14,422 Value ($000) $596 Avg Close — Range —
Q1 2020
Shares 17,558 Value ($000) $666 Avg Close — Range —
Q4 2019
Shares 20,782 Value ($000) $851 Avg Close — Range —
Q3 2019
Shares 11,662 Value ($000) $462 Avg Close — Range —
Q2 2019
Shares 5,903 Value ($000) $229 Avg Close — Range —
Q4 2017
Shares 14,225 Value ($000) $541 Avg Close — Range —
Q3 2017
Shares 13,291 Value ($000) $505 Avg Close — Range —
Q3 2016
Shares 10,452 Value ($000) $374,177 Avg Close — Range —
Q2 2016
Shares 10,724 Value ($000) $378,572 Avg Close — Range —
Q4 2015
Shares 12,914 Value ($000) $439,730 Avg Close — Range —