ISHARES TR

Ticker: AOK CUSIP: 464289883 Class: CONSER ALLOC ETF

Gladstone Institutional Advisory LLC's Holding History (CIK: 0001766530)

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

Q4 2025
Shares 51,945 Value ($000) $2,085 Avg Close — Range —
Q3 2025
Shares 50,911 Value ($000) $2,045 Avg Close — Range —
Q2 2025
Shares 49,058 Value ($000) $1,917 Avg Close — Range —
Q1 2025
Shares 49,878 Value ($000) $1,877 Avg Close — Range —
Q4 2024
Shares 43,544 Value ($000) $1,624 Avg Close — Range —