ISHARES TR

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

Synergy Asset Management, LLC's Holding History (CIK: 0001699080)

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

Q4 2025
Shares 50,056 Value ($000) $5,000 Avg Close — Range —
Q3 2025
Shares 177,751 Value ($000) $17,711 Avg Close — Range —
Q2 2025
Shares 51,559 Value ($000) $5,115 Avg Close — Range —
Q1 2025
Shares 41,450 Value ($000) $4,100 Avg Close — Range —
Q4 2024
Shares 73,552 Value ($000) $7,280 Avg Close — Range —
Q3 2024
Shares 34,785 Value ($000) $3,523 Avg Close — Range —
Q2 2024
Shares 88,725 Value ($000) $8,613 Avg Close — Range —
Q1 2024
Shares 20,374 Value ($000) $1,995 Avg Close — Range —
Q4 2023
Shares 15,792 Value ($000) $1,567 Avg Close — Range —
Q3 2023
Shares 7,295 Value ($000) $686 Avg Close — Range —
Q2 2023
Shares 5,705 Value ($000) $559 Avg Close — Range —
Q1 2023
Shares 4,609 Value ($000) $459 Avg Close — Range —
Q4 2022
Shares 2,754 Value ($000) $267 Avg Close — Range —
Q3 2022
Shares 3,176 Value ($000) $306 Avg Close — Range —
Q2 2022
Shares 2,336 Value ($000) $238 Avg Close — Range —
Q1 2022
Shares 2,172 Value ($000) $232 Avg Close — Range —