ISHARES TR

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

Legacy Capital Wealth Partners, LLC's Holding History (CIK: 0001766228)

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

Q4 2025
Shares 4,202 Value ($000) $420 Avg Close Range
Q3 2025
Shares 3,751 Value ($000) $376 Avg Close Range
Q2 2025
Shares 3,730 Value ($000) $370 Avg Close Range
Q1 2025
Shares 3,709 Value ($000) $367 Avg Close Range
Q4 2024
Shares 2,434 Value ($000) $236 Avg Close Range
Q3 2024
Shares 5,514 Value ($000) $558 Avg Close Range
Q2 2024
Shares 3,934 Value ($000) $382 Avg Close Range
Q4 2023
Shares 10,098 Value ($000) $1,002 Avg Close Range
Q3 2023
Shares 11,590 Value ($000) $1,090 Avg Close Range
Q1 2023
Shares 10,801 Value ($000) $1,076 Avg Close Range