ISHARES TR

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

Leading Edge Financial Planning LLC's Holding History (CIK: 0001967205)

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

Q4 2025
Shares 6,597 Value ($000) $315 Avg Close — Range —
Q3 2025
Shares 6,840 Value ($000) $325 Avg Close — Range —
Q2 2025
Shares 7,370 Value ($000) $339 Avg Close — Range —
Q1 2025
Shares 7,370 Value ($000) $323 Avg Close — Range —
Q4 2024
Shares 7,370 Value ($000) $320 Avg Close — Range —
Q3 2024
Shares 7,370 Value ($000) $332 Avg Close — Range —
Q2 2024
Shares 7,413 Value ($000) $319 Avg Close — Range —
Q1 2024
Shares 7,433 Value ($000) $318 Avg Close — Range —
Q4 2023
Shares 7,872 Value ($000) $327 Avg Close — Range —
Q3 2023
Shares 5,300 Value ($000) $206 Avg Close — Range —
Q2 2023
Shares 6,362 Value ($000) $257 Avg Close — Range —
Q1 2023
Shares 6,670 Value ($000) $266 Avg Close — Range —