ISHARES TR

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

Segment Wealth Management, LLC's Holding History (CIK: 0001575581)

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

Q4 2025
Shares 3,687 Value ($000) $368 Avg Close — Range —
Q3 2025
Shares 3,487 Value ($000) $350 Avg Close — Range —
Q2 2025
Shares 3,427 Value ($000) $340 Avg Close — Range —
Q1 2025
Shares 3,347 Value ($000) $331 Avg Close — Range —
Q4 2024
Shares 3,328 Value ($000) $322 Avg Close — Range —
Q3 2024
Shares 2,630 Value ($000) $266 Avg Close — Range —
Q2 2024
Shares 2,640 Value ($000) $256 Avg Close — Range —
Q1 2024
Shares 2,540 Value ($000) $249 Avg Close — Range —
Q4 2023
Shares 2,210 Value ($000) $219 Avg Close — Range —
Q3 2023
Shares 2,210 Value ($000) $208 Avg Close — Range —
Q2 2023
Shares 2,210 Value ($000) $216 Avg Close — Range —
Q1 2023
Shares 2,210 Value ($000) $220 Avg Close — Range —
Q4 2022
Shares 2,170 Value ($000) $210 Avg Close — Range —