ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

EVERMAY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001066816)

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

Q2 2025
Shares 2,481 Value ($000) $246 Avg Close — Range —
Q1 2025
Shares 2,481 Value ($000) $245 Avg Close — Range —
Q4 2024
Shares 17,408 Value ($000) $1,687 Avg Close — Range —
Q3 2024
Shares 22,332 Value ($000) $2,262 Avg Close — Range —
Q2 2024
Shares 54,098 Value ($000) $5,251 Avg Close — Range —
Q1 2024
Shares 54,859 Value ($000) $5,373 Avg Close — Range —
Q4 2023
Shares 25 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 37 Value ($000) $4 Avg Close — Range —
Q2 2022
Shares 37 Value ($000) $4 Avg Close — Range —
Q1 2022
Shares 17,964 Value ($000) $1,924 Avg Close — Range —