CLIENT 1ST ADVISORY GROUP, LLC

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

CIK 1802816 DUNEDIN, FL

Position in AOA

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$252,284

-$2,514 QoQ

Shares Held

2,851

+0.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$252,284	2,851	+0.2%	Shares	Sole	2026-04-15
2025-12-31	$254,798	2,845	0.0%	Shares	Sole	2026-01-12
2025-09-30	$250,758	2,845	-14.2%	Shares	Sole	2025-10-17
2025-06-30	$276,554	3,316	-9.0%	Shares	Sole	2025-07-18
2025-03-31	$278,842	3,645	-4.3%	Shares	Sole	2025-05-19
2024-12-31	$291,654	3,807	+2.4%	Shares	Sole	2025-01-16
2024-09-30	$293,308	3,717	-4.5%	Shares	Sole	2025-02-10
2024-06-30	$290,968	3,891	-7.9%	Shares	Sole	2024-08-08
2024-03-31	$310,368	4,225	-9.1%	Shares	Sole	2024-05-09
2023-12-31	$320,875	4,647	-10.3%	Shares	Sole	2024-02-13
2023-09-30	$328,814	5,179	-15.7%	Shares	Sole	2023-11-14
2023-06-30	$407,725	6,146	-6.7%	Shares	Sole	2023-08-14
2023-03-31	$418,803	6,586	+7.6%	Shares	Sole	2023-05-15
2022-12-31	$365,789	6,122	+1.3%	Shares	Sole	2023-02-13
2022-09-30	$334,973	6,041	-5.3%	Shares	Sole	2022-11-23
2022-06-30	$382,158	6,381	+1.8%	Shares	Sole	2022-08-12
2022-03-31	$432,322	6,271	+16.7%	Shares	Sole	2022-05-13
2021-12-31	$391,407	5,375	+2.9%	Shares	Sole	2022-02-14
2021-09-30	$364,687	5,224	+3.5%	Shares	Sole	2021-11-12
2021-06-30	$356,499	5,046	-2.8%	Shares	Sole	2021-08-03
2021-03-31	$347,634	5,194	-7.3%	Shares	Sole	2021-05-12
2020-12-31	$359,664	5,604	+5.4%	Shares	Sole	2021-02-11
2020-09-30	$308,386	5,317	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.