ISHARES TR

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

BOURGEON CAPITAL MANAGEMENT LLC's Holding History (CIK: 0001088731)

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

Q4 2025
Shares 17,503 Value ($000) $1,748 Avg Close — Range —
Q3 2025
Shares 16,769 Value ($000) $1,681 Avg Close — Range —
Q2 2025
Shares 15,854 Value ($000) $1,573 Avg Close — Range —
Q1 2025
Shares 15,067 Value ($000) $1,490 Avg Close — Range —
Q4 2024
Shares 14,988 Value ($000) $1,452 Avg Close — Range —
Q3 2024
Shares 13,167 Value ($000) $1,333 Avg Close — Range —
Q2 2024
Shares 11,228 Value ($000) $1,090 Avg Close — Range —
Q1 2024
Shares 10,518 Value ($000) $1,030 Avg Close — Range —
Q4 2023
Shares 5,088 Value ($000) $505 Avg Close — Range —
Q3 2023
Shares 3,433 Value ($000) $323 Avg Close — Range —
Q2 2023
Shares 3,253 Value ($000) $319 Avg Close — Range —
Q1 2023
Shares 4,173 Value ($000) $416 Avg Close — Range —
Q4 2022
Shares 4,035 Value ($000) $391 Avg Close — Range —