ISHARES TR

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

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 3,866 Value ($000) $188 Avg Close — Range —
Q3 2025
Shares 3,675 Value ($000) $176 Avg Close — Range —
Q2 2025
Shares 4,081 Value ($000) $188 Avg Close — Range —
Q1 2025
Shares 4,427 Value ($000) $190 Avg Close — Range —
Q4 2024
Shares 3,898 Value ($000) $171 Avg Close — Range —
Q3 2024
Shares 3,191 Value ($000) $141 Avg Close — Range —
Q2 2024
Shares 3,158 Value ($000) $135 Avg Close — Range —
Q1 2024
Shares 3,889 Value ($000) $163 Avg Close — Range —
Q4 2023
Shares 3,547 Value ($000) $147 Avg Close — Range —
Q3 2023
Shares 2,871 Value ($000) $112 Avg Close — Range —
Q2 2023
Shares 2,702 Value ($000) $109 Avg Close — Range —
Q4 2022
Shares 2,498 Value ($000) $99 Avg Close — Range —