ISHARES TR

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

Legacy Financial Group LLC's Holding History (CIK: 0001834011)

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

Q4 2025
Shares 16,692 Value ($000) $808 Avg Close — Range —
Q3 2025
Shares 16,212 Value ($000) $771 Avg Close — Range —
Q2 2025
Shares 16,388 Value ($000) $755 Avg Close — Range —
Q1 2025
Shares 15,790 Value ($000) $693 Avg Close — Range —
Q4 2024
Shares 15,839 Value ($000) $688,046 Avg Close — Range —
Q3 2024
Shares 15,456 Value ($000) $697 Avg Close — Range —
Q2 2024
Shares 14,868 Value ($000) $639 Avg Close — Range —
Q1 2024
Shares 13,910 Value ($000) $595 Avg Close — Range —
Q3 2023
Shares 15,698 Value ($000) $611,126 Avg Close — Range —
Q2 2023
Shares 15,483 Value ($000) $626 Avg Close — Range —
Q1 2023
Shares 16,009 Value ($000) $638 Avg Close — Range —
Q4 2022
Shares 15,544 Value ($000) $591 Avg Close — Range —
Q3 2022
Shares 15,622 Value ($000) $572 Avg Close — Range —
Q2 2022
Shares 18,062 Value ($000) $704 Avg Close — Range —
Q1 2022
Shares 16,927 Value ($000) $727 Avg Close — Range —
Q4 2021
Shares 11,681 Value ($000) $526 Avg Close — Range —
Q3 2021
Shares 19,258 Value ($000) $862 Avg Close — Range —
Q2 2021
Shares 19,549 Value ($000) $881 Avg Close — Range —
Q1 2021
Shares 17,914 Value ($000) $780 Avg Close — Range —
Q4 2020
Shares 17,707 Value ($000) $765 Avg Close — Range —