ISHARES TR

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

Clearstead Trust, LLC's Holding History (CIK: 0001708001)

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

Q4 2025
Shares 3,268 Value ($000) $326 Avg Close — Range —
Q3 2025
Shares 3,950 Value ($000) $396 Avg Close — Range —
Q2 2025
Shares 3,950 Value ($000) $392 Avg Close — Range —
Q1 2025
Shares 1,275 Value ($000) $126 Avg Close — Range —
Q4 2024
Shares 1,199 Value ($000) $116 Avg Close — Range —
Q3 2024
Shares 1,574 Value ($000) $159 Avg Close — Range —
Q2 2024
Shares 934 Value ($000) $91 Avg Close — Range —
Q1 2024
Shares 934 Value ($000) $91 Avg Close — Range —
Q4 2023
Shares 1,334 Value ($000) $132 Avg Close — Range —
Q3 2023
Shares 2,396 Value ($000) $225 Avg Close — Range —
Q2 2023
Shares 2,686 Value ($000) $263 Avg Close — Range —
Q1 2023
Shares 832 Value ($000) $83 Avg Close — Range —
Q4 2022
Shares 832 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 506 Value ($000) $49 Avg Close — Range —