ISHARES TR

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

Legacy Financial Advisors, Inc.'s Holding History (CIK: 0001730810)

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

Q4 2025
Shares 6,736 Value ($000) $673 Avg Close — Range —
Q2 2023
Shares 292,722 Value ($000) $28,672 Avg Close — Range —
Q1 2023
Shares 284,486 Value ($000) $28,346 Avg Close — Range —
Q4 2022
Shares 284,577 Value ($000) $27,601 Avg Close — Range —
Q3 2022
Shares 386,108 Value ($000) $37,198 Avg Close — Range —
Q2 2022
Shares 300,336 Value ($000) $30,538 Avg Close — Range —
Q1 2022
Shares 251,447 Value ($000) $26,930 Avg Close — Range —
Q4 2021
Shares 230,404 Value ($000) $26,284 Avg Close — Range —
Q3 2021
Shares 2,368 Value ($000) $272 Avg Close — Range —
Q2 2021
Shares 2,398 Value ($000) $277 Avg Close — Range —
Q1 2021
Shares 3,453 Value ($000) $393 Avg Close — Range —
Q4 2020
Shares 3,632 Value ($000) $429 Avg Close — Range —
Q1 2019
Shares 1,220 Value ($000) $133 Avg Close — Range —
Q4 2018
Shares 1,220 Value ($000) $130 Avg Close — Range —
Q3 2018
Shares 1,220 Value ($000) $128 Avg Close — Range —
Q2 2018
Shares 1,220 Value ($000) $130 Avg Close — Range —
Q1 2018
Shares 1,220 Value ($000) $130 Avg Close — Range —
Q4 2017
Shares 482 Value ($000) $52 Avg Close — Range —