ISHARES TR

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

Legacy Wealth Management, Inc's Holding History (CIK: 0001488921)

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

Q4 2025
Shares 38,943 Value ($000) $3,890 Avg Close — Range —
Q3 2025
Shares 38,944 Value ($000) $3,904 Avg Close — Range —
Q2 2025
Shares 39,614 Value ($000) $3,930 Avg Close — Range —
Q1 2025
Shares 36,454 Value ($000) $3,606 Avg Close — Range —
Q4 2024
Shares 34,819 Value ($000) $3,374 Avg Close — Range —
Q3 2024
Shares 38,513 Value ($000) $3,900 Avg Close — Range —
Q2 2024
Shares 40,383 Value ($000) $3,920 Avg Close — Range —
Q1 2024
Shares 37,738 Value ($000) $3,696 Avg Close — Range —
Q4 2023
Shares 37,738 Value ($000) $3,745 Avg Close — Range —
Q4 2016
Shares 817 Value ($000) $88,335 Avg Close — Range —