ISHARES TR

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

LifePlan Financial, LLC's Holding History (CIK: 0001739485)

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

Q4 2025
Shares 31,999 Value ($000) $1,527 Avg Close — Range —
Q3 2025
Shares 32,791 Value ($000) $1,560 Avg Close — Range —
Q2 2025
Shares 37,643 Value ($000) $1,733 Avg Close — Range —
Q1 2025
Shares 37,980 Value ($000) $1,667 Avg Close — Range —
Q4 2024
Shares 47,571 Value ($000) $2,067 Avg Close — Range —
Q3 2024
Shares 36,835 Value ($000) $1,662 Avg Close — Range —
Q2 2024
Shares 37,973 Value ($000) $1,633 Avg Close — Range —
Q1 2024
Shares 32,371 Value ($000) $1,385 Avg Close — Range —
Q4 2023
Shares 32,342 Value ($000) $1,343 Avg Close — Range —