ISHARES TR

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

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 1,206 Value ($000) $58 Avg Close — Range —
Q3 2025
Shares 1,186 Value ($000) $56 Avg Close — Range —
Q2 2025
Shares 1,177 Value ($000) $54 Avg Close — Range —
Q1 2025
Shares 1,169 Value ($000) $51 Avg Close — Range —
Q4 2024
Shares 1,170 Value ($000) $51 Avg Close — Range —