ISHARES TR

Ticker: AOK CUSIP: 464289883 Class: CONSER ALLOC ETF

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 1,105 Value ($000) $45 Avg Close — Range —
Q3 2025
Shares 1,221 Value ($000) $49 Avg Close — Range —
Q2 2025
Shares 1,175 Value ($000) $46 Avg Close — Range —
Q1 2025
Shares 1,130 Value ($000) $42 Avg Close — Range —
Q4 2024
Shares 1,256 Value ($000) $47 Avg Close — Range —
Q3 2024
Shares 1,207 Value ($000) $46 Avg Close — Range —
Q2 2024
Shares 1,174 Value ($000) $44 Avg Close — Range —
Q1 2024
Shares 1,135 Value ($000) $41 Avg Close — Range —
Q4 2023
Shares 929 Value ($000) $34 Avg Close — Range —
Q3 2023
Shares 977 Value ($000) $33 Avg Close — Range —
Q2 2023
Shares 311 Value ($000) $11 Avg Close — Range —
Q4 2022
Shares 278 Value ($000) $10 Avg Close — Range —