ISHARES TR

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

Occidental Asset Management, LLC's Holding History (CIK: 0001770994)

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

Q4 2025
Shares 25,407 Value ($000) $2,538 Avg Close — Range —
Q3 2025
Shares 26,507 Value ($000) $2,657 Avg Close — Range —
Q2 2025
Shares 26,004 Value ($000) $2,580 Avg Close — Range —
Q1 2025
Shares 26,040 Value ($000) $2,576 Avg Close — Range —
Q4 2024
Shares 25,072 Value ($000) $2,429 Avg Close — Range —
Q3 2024
Shares 23,952 Value ($000) $2,426 Avg Close — Range —
Q2 2024
Shares 24,511 Value ($000) $2,379 Avg Close — Range —
Q1 2024
Shares 20,929 Value ($000) $2,050 Avg Close — Range —
Q4 2023
Shares 21,108 Value ($000) $2,095 Avg Close — Range —
Q3 2023
Shares 20,681 Value ($000) $1,945 Avg Close — Range —
Q2 2023
Shares 20,762 Value ($000) $2,034 Avg Close — Range —
Q1 2023
Shares 21,448 Value ($000) $2,137 Avg Close — Range —
Q4 2022
Shares 51,964 Value ($000) $5,040 Avg Close — Range —
Q3 2022
Shares 21,749 Value ($000) $2,095 Avg Close — Range —
Q2 2022
Shares 17,917 Value ($000) $1,822 Avg Close — Range —
Q1 2022
Shares 17,668 Value ($000) $1,892 Avg Close — Range —
Q4 2021
Shares 12,964 Value ($000) $1,479 Avg Close — Range —
Q3 2021
Shares 13,429 Value ($000) $1,542 Avg Close — Range —
Q2 2021
Shares 12,053 Value ($000) $1,390 Avg Close — Range —
Q1 2021
Shares 10,021 Value ($000) $1,141 Avg Close — Range —
Q4 2020
Shares 9,577 Value ($000) $1,132 Avg Close — Range —