ISHARES TR

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

KMG FIDUCIARY PARTNERS, LLC's Holding History (CIK: 0001773205)

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

Q4 2025
Shares 23,096 Value ($000) $1,102 Avg Close — Range —
Q3 2025
Shares 22,720 Value ($000) $1,081 Avg Close — Range —
Q2 2025
Shares 21,410 Value ($000) $986 Avg Close — Range —
Q1 2025
Shares 19,641 Value ($000) $862 Avg Close — Range —