JSA

Jim Saulnier & Associates’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12.3M	Buy	146,993 +37,566	+34%	+$3.13M	8.36%	2
2025 Q1	$8.37M	Buy	109,427 +29,731	+37%	+$2.27M	6.51%	2
2024 Q4	$6.11M	Buy	79,696 +24,520	+44%	+$1.88M	5.27%	4
2024 Q3	$4.35M	Buy	+55,176	New	+$4.35M	4.26%	4