ISHARES TR

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

SimpliFi, Inc.'s Holding History (CIK: 0001716983)

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

Q4 2025
Shares 8,299 Value ($000) $396 Avg Close — Range —
Q3 2025
Shares 8,312 Value ($000) $395 Avg Close — Range —
Q2 2025
Shares 8,443 Value ($000) $389 Avg Close — Range —
Q1 2025
Shares 8,409 Value ($000) $369 Avg Close — Range —
Q4 2024
Shares 8,337 Value ($000) $362 Avg Close — Range —
Q3 2024
Shares 9,075 Value ($000) $409 Avg Close — Range —
Q2 2024
Shares 8,999 Value ($000) $387 Avg Close — Range —
Q1 2024
Shares 11,652 Value ($000) $498 Avg Close — Range —
Q4 2023
Shares 10,940 Value ($000) $426 Avg Close — Range —
Q3 2023
Shares 10,940 Value ($000) $426 Avg Close — Range —
Q2 2023
Shares 11,058 Value ($000) $447 Avg Close — Range —
Q1 2023
Shares 8,728 Value ($000) $348 Avg Close — Range —
Q4 2022
Shares 6,865 Value ($000) $261 Avg Close — Range —
Q3 2022
Shares 11,321 Value ($000) $414 Avg Close — Range —
Q2 2022
Shares 11,261 Value ($000) $439 Avg Close — Range —
Q1 2022
Shares 10,866 Value ($000) $467 Avg Close — Range —
Q4 2021
Shares 10,872 Value ($000) $494 Avg Close — Range —
Q3 2021
Shares 6,760 Value ($000) $302 Avg Close — Range —
Q2 2021
Shares 6,441 Value ($000) $290 Avg Close — Range —