ISHARES TR

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

Wealth Forward, LLC's Holding History (CIK: 0002012773)

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

Q4 2025
Shares 11,223 Value ($000) $536 Avg Close — Range —
Q3 2025
Shares 8,965 Value ($000) $427 Avg Close — Range —
Q2 2025
Shares 8,782 Value ($000) $404 Avg Close — Range —
Q1 2025
Shares 8,799 Value ($000) $386 Avg Close — Range —
Q4 2024
Shares 8,894 Value ($000) $386 Avg Close — Range —
Q3 2024
Shares 10,651 Value ($000) $480 Avg Close — Range —
Q2 2024
Shares 11,395 Value ($000) $490 Avg Close — Range —
Q1 2024
Shares 12,015 Value ($000) $514 Avg Close — Range —
Q4 2023
Shares 12,527 Value ($000) $520 Avg Close — Range —