ISHARES TR

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

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q3 2025
Shares 9,746 Value ($000) $977 Avg Close — Range —
Q2 2025
Shares 9,275 Value ($000) $920 Avg Close — Range —
Q1 2025
Shares 12,805 Value ($000) $1,267 Avg Close — Range —
Q4 2024
Shares 12,940 Value ($000) $1,254 Avg Close — Range —
Q3 2024
Shares 12,901 Value ($000) $1,306 Avg Close — Range —
Q2 2024
Shares 12,901 Value ($000) $1,270 Avg Close — Range —
Q1 2024
Shares 13,068 Value ($000) $1,280 Avg Close — Range —
Q4 2023
Shares 13,562 Value ($000) $1,346 Avg Close — Range —
Q3 2023
Shares 13,651 Value ($000) $1,284 Avg Close — Range —
Q2 2023
Shares 13,731 Value ($000) $1,345 Avg Close — Range —
Q1 2023
Shares 13,731 Value ($000) $1,368 Avg Close — Range —
Q4 2022
Shares 13,730 Value ($000) $1,332 Avg Close — Range —
Q3 2022
Shares 5,315 Value ($000) $512 Avg Close — Range —
Q1 2022
Shares 3,084 Value ($000) $330 Avg Close — Range —