ISHARES TR

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

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q3 2023
Shares 43,747 Value ($000) $4,114 Avg Close — Range —
Q2 2023
Shares 40,681 Value ($000) $3,985 Avg Close — Range —
Q1 2023
Shares 40,860 Value ($000) $4,071 Avg Close — Range —
Q4 2022
Shares 37,047 Value ($000) $3,593 Avg Close — Range —
Q3 2022
Shares 36,517 Value ($000) $3,518 Avg Close — Range —
Q2 2022
Shares 37,269 Value ($000) $3,790 Avg Close — Range —
Q1 2022
Shares 39,229 Value ($000) $4,201 Avg Close — Range —
Q4 2021
Shares 41,393 Value ($000) $4,722 Avg Close — Range —
Q3 2021
Shares 40,770 Value ($000) $4,682 Avg Close — Range —
Q2 2021
Shares 39,233 Value ($000) $4,525 Avg Close — Range —
Q1 2021
Shares 38,716 Value ($000) $4,407 Avg Close — Range —
Q4 2020
Shares 28,480 Value ($000) $3,366 Avg Close — Range —
Q3 2020
Shares 26,915 Value ($000) $3,178 Avg Close — Range —
Q2 2020
Shares 25,789 Value ($000) $3,049 Avg Close — Range —
Q1 2020
Shares 24,448 Value ($000) $2,821 Avg Close — Range —
Q4 2019
Shares 26,106 Value ($000) $2,934 Avg Close — Range —
Q3 2019
Shares 2,904 Value ($000) $329 Avg Close — Range —
Q2 2019
Shares 2,747 Value ($000) $306 Avg Close — Range —