ISHARES TR

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

MORRIS FINANCIAL CONCEPTS, INC.'s Holding History (CIK: 0001387386)

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

Q4 2025
Shares 2,407 Value ($000) $240 Avg Close — Range —
Q3 2025
Shares 2,411 Value ($000) $242 Avg Close — Range —
Q2 2025
Shares 2,404 Value ($000) $238 Avg Close — Range —
Q1 2025
Shares 2,628 Value ($000) $260 Avg Close — Range —
Q4 2024
Shares 2,667 Value ($000) $258 Avg Close — Range —
Q3 2024
Shares 2,661 Value ($000) $269 Avg Close — Range —
Q2 2024
Shares 2,760 Value ($000) $268 Avg Close — Range —
Q1 2024
Shares 1,945 Value ($000) $190 Avg Close — Range —
Q4 2023
Shares 1,847 Value ($000) $183 Avg Close — Range —
Q3 2023
Shares 1,909 Value ($000) $180 Avg Close — Range —
Q2 2023
Shares 1,886 Value ($000) $185 Avg Close — Range —
Q1 2023
Shares 1,954 Value ($000) $195 Avg Close — Range —
Q4 2022
Shares 1,970 Value ($000) $191 Avg Close — Range —
Q3 2022
Shares 1,881 Value ($000) $181 Avg Close — Range —
Q2 2022
Shares 1,881 Value ($000) $191 Avg Close — Range —
Q1 2022
Shares 1,875 Value ($000) $201 Avg Close — Range —
Q4 2021
Shares 1,875 Value ($000) $214 Avg Close — Range —