ISHARES TR

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

Plan Group Financial, LLC's Holding History (CIK: 0001940033)

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

Q4 2025
Shares 9,598 Value ($000) $458 Avg Close — Range —
Q3 2025
Shares 12,131 Value ($000) $577 Avg Close — Range —
Q2 2025
Shares 16,103 Value ($000) $741 Avg Close — Range —
Q1 2025
Shares 16,574 Value ($000) $727 Avg Close — Range —
Q4 2024
Shares 18,179 Value ($000) $790 Avg Close — Range —
Q3 2024
Shares 27,344 Value ($000) $1,233 Avg Close — Range —
Q2 2024
Shares 29,161 Value ($000) $1,254 Avg Close — Range —
Q1 2024
Shares 25,071 Value ($000) $1,073 Avg Close — Range —
Q4 2023
Shares 23,389 Value ($000) $971 Avg Close — Range —
Q3 2023
Shares 24,601 Value ($000) $958 Avg Close — Range —