ISHARES TR

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

Taylor Financial Group, Inc.'s Holding History (CIK: 0002012516)

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

Q4 2025
Shares 74,512 Value ($000) $3,556 Avg Close — Range —
Q3 2025
Shares 75,317 Value ($000) $3,584 Avg Close — Range —
Q2 2025
Shares 68,457 Value ($000) $3,152 Avg Close — Range —
Q1 2025
Shares 60,312 Value ($000) $2,646 Avg Close — Range —
Q4 2024
Shares 54,452 Value ($000) $2,365 Avg Close — Range —
Q3 2024
Shares 51,247 Value ($000) $2,312 Avg Close — Range —
Q2 2024
Shares 47,299 Value ($000) $2,034 Avg Close — Range —
Q1 2024
Shares 43,068 Value ($000) $1,842 Avg Close — Range —
Q4 2023
Shares 41,463 Value ($000) $1,721 Avg Close — Range —