ISHARES TR

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

Kozak & Associates, Inc.'s Holding History (CIK: 0001764970)

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

Q4 2025
Shares 788 Value ($000) $79 Avg Close — Range —
Q3 2025
Shares 1,251 Value ($000) $125 Avg Close — Range —
Q4 2024
Shares 268 Value ($000) $26 Avg Close — Range —
Q4 2023
Shares 352 Value ($000) $35 Avg Close — Range —
Q2 2022
Shares 7 Value ($000) $1 Avg Close — Range —
Q1 2022
Shares 110 Value ($000) $12 Avg Close — Range —
Q4 2021
Shares 110 Value ($000) $12 Avg Close — Range —
Q3 2021
Shares 1,037 Value ($000) $118 Avg Close — Range —
Q4 2020
Shares 79,100 Value ($000) $9,232 Avg Close — Range —