MARINO, STRAM & ASSOCIATES LLC

Position in AOA — iShares Core 80/20 Aggressive Allocation ETF

CIK 1099762 BRAINTREE, MA

Position in AOA

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$2,742,659

-$28,864 QoQ

Shares Held

30,994

+0.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,742,659	30,994	+0.2%	Shares	Sole	2026-04-29
2025-12-31	$2,771,523	30,946	-5.8%	Shares	Sole	2026-01-16
2025-09-30	$2,894,076	32,835	-1.6%	Shares	Sole	2025-11-03
2025-06-30	$2,783,058	33,370	+0.3%	Shares	Sole	2025-07-18
2025-03-31	$2,544,925	33,267	+0.3%	Shares	Sole	2025-04-21
2024-12-31	$2,540,847	33,166	-0.2%	Shares	Sole	2025-01-17
2024-09-30	$2,623,441	33,246	+0.0%	Shares	Sole	2024-10-21
2024-06-30	$2,485,088	33,232	-0.1%	Shares	Sole	2024-07-18
2024-03-31	$2,443,573	33,264	-0.1%	Shares	Sole	2024-04-24
2023-12-31	$2,299,572	33,303	+0.3%	Shares	Sole	2024-01-30
2023-09-30	$2,107,868	33,200	-4.1%	Shares	Sole	2023-10-30
2023-06-30	$2,295,894	34,608	-0.2%	Shares	Sole	2023-07-20
2023-03-31	$2,204,283	34,664	+0.6%	Shares	Sole	2023-04-20
2022-12-31	$2,059,343	34,466	-2.8%	Shares	Sole	2023-01-19
2022-09-30	$1,966,367	35,462	+1.4%	Shares	Sole	2022-10-17
2022-06-30	$2,095,311	34,986	-7.7%	Shares	Sole	2022-07-15
2022-03-31	$2,612,136	37,890	-2.3%	Shares	Sole	2022-04-25
2021-12-31	$2,824,178	38,783	-1.0%	Shares	Sole	2022-01-20
2021-09-30	$2,735,155	39,180	-1.6%	Shares	Sole	2021-10-14
2021-03-31	$2,665,219	39,821	+0.9%	Shares	Sole	2021-04-26
2020-12-31	$2,532,799	39,464	-3.5%	Shares	Sole	2021-01-19
2020-09-30	$2,371,504	40,888	-4.2%	Shares	Sole	2020-10-22
2020-06-30	$2,342,772	42,689	-3.0%	Shares	Sole	2020-07-20
2020-03-31	$2,088,429	44,004	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.