ISHARES TR

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

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

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

Q4 2025
Shares 191,523 Value ($000) $19,129 Avg Close — Range —
Q3 2025
Shares 194,015 Value ($000) $19,450 Avg Close — Range —
Q2 2025
Shares 195,958 Value ($000) $19,439 Avg Close — Range —
Q1 2025
Shares 201,886 Value ($000) $19,971 Avg Close — Range —
Q4 2024
Shares 202,086 Value ($000) $19,582 Avg Close — Range —
Q3 2024
Shares 202,401 Value ($000) $20,497 Avg Close — Range —
Q2 2024
Shares 199,961 Value ($000) $19,410 Avg Close — Range —
Q1 2024
Shares 137,729 Value ($000) $13,489 Avg Close — Range —
Q4 2023
Shares 128,366 Value ($000) $12,740 Avg Close — Range —
Q3 2023
Shares 123,385 Value ($000) $11,603 Avg Close — Range —
Q2 2023
Shares 119,534 Value ($000) $11,708 Avg Close — Range —
Q1 2023
Shares 26,356 Value ($000) $2,626 Avg Close — Range —
Q4 2022
Shares 29,006 Value ($000) $2,813 Avg Close — Range —
Q3 2022
Shares 31,108 Value ($000) $2,997 Avg Close — Range —
Q2 2022
Shares 50,431 Value ($000) $5,128 Avg Close — Range —
Q1 2022
Shares 56,973 Value ($000) $6,102 Avg Close — Range —
Q4 2021
Shares 37,901 Value ($000) $4,324 Avg Close — Range —
Q3 2021
Shares 5,070 Value ($000) $582 Avg Close — Range —
Q2 2021
Shares 5,493 Value ($000) $634 Avg Close — Range —
Q1 2021
Shares 4,843 Value ($000) $551 Avg Close — Range —
Q4 2020
Shares 2,684 Value ($000) $317 Avg Close — Range —
Q3 2020
Shares 2,308 Value ($000) $272 Avg Close — Range —
Q1 2020
Shares 1,939 Value ($000) $224 Avg Close — Range —
Q4 2016
Shares 2,593 Value ($000) $280 Avg Close — Range —
Q2 2015
Shares 2,425 Value ($000) $264 Avg Close — Range —
Q1 2015
Shares 2,527 Value ($000) $282 Avg Close — Range —
Q4 2013
Shares 2,777 Value ($000) $296 Avg Close — Range —