ISHARES TR

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

O'Brien Wealth Partners LLC's Holding History (CIK: 0001689874)

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

Q4 2025
Shares 15,085 Value ($000) $1,507 Avg Close — Range —
Q3 2025
Shares 3,501 Value ($000) $351 Avg Close — Range —
Q2 2025
Shares 2,420 Value ($000) $240 Avg Close — Range —
Q1 2025
Shares 2,629 Value ($000) $260 Avg Close — Range —
Q4 2024
Shares 2,629 Value ($000) $255 Avg Close — Range —
Q3 2024
Shares 1,995 Value ($000) $202 Avg Close — Range —
Q1 2024
Shares 2,133 Value ($000) $209 Avg Close — Range —
Q2 2023
Shares 95,794 Value ($000) $9,383 Avg Close — Range —
Q1 2023
Shares 97,576 Value ($000) $9,722 Avg Close — Range —
Q4 2022
Shares 103,734 Value ($000) $10,061 Avg Close — Range —
Q3 2022
Shares 103,811 Value ($000) $10,001 Avg Close — Range —
Q2 2022
Shares 96,122 Value ($000) $9,774 Avg Close — Range —
Q1 2021
Shares 6,211 Value ($000) $710 Avg Close — Range —
Q4 2020
Shares 6,199 Value ($000) $726 Avg Close — Range —
Q2 2020
Shares 2,578 Value ($000) $306 Avg Close — Range —
Q2 2019
Shares 2,854 Value ($000) $317 Avg Close — Range —
Q1 2019
Shares 2,854 Value ($000) $311 Avg Close — Range —
Q4 2018
Shares 2,854 Value ($000) $304 Avg Close — Range —
Q3 2017
Shares 7,280 Value ($000) $798 Avg Close — Range —
Q2 2017
Shares 8,771 Value ($000) $961 Avg Close — Range —
Q1 2017
Shares 8,975 Value ($000) $974 Avg Close — Range —
Q4 2016
Shares 8,975 Value ($000) $970 Avg Close — Range —