ISHARES TR

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

Genesis Wealth Advisors, LLC's Holding History (CIK: 0001637241)

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

Q4 2025
Shares 6,308 Value ($000) $630 Avg Close — Range —
Q3 2025
Shares 6,728 Value ($000) $674 Avg Close — Range —
Q2 2025
Shares 6,753 Value ($000) $670 Avg Close — Range —
Q1 2025
Shares 7,993 Value ($000) $791 Avg Close — Range —
Q4 2024
Shares 8,687 Value ($000) $842 Avg Close — Range —
Q2 2015
Shares 52,345 Value ($000) $5,694,188 Avg Close — Range —
Q1 2015
Shares 48,070 Value ($000) $5,363,761 Avg Close — Range —
Q4 2014
Shares 46,258 Value ($000) $5,149,542 Avg Close — Range —