ISHARES TR

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

Erickson Financial Group, LLC's Holding History (CIK: 0001797734)

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

Q4 2025
Shares 76,352 Value ($000) $7,626 Avg Close — Range —
Q3 2025
Shares 70,458 Value ($000) $7,063 Avg Close — Range —
Q2 2025
Shares 69,632 Value ($000) $6,907 Avg Close — Range —
Q1 2025
Shares 68,532 Value ($000) $6,779 Avg Close — Range —
Q4 2024
Shares 67,116 Value ($000) $6,504 Avg Close — Range —
Q3 2024
Shares 66,746 Value ($000) $6,759 Avg Close — Range —
Q2 2024
Shares 67,138 Value ($000) $6,517 Avg Close — Range —
Q1 2024
Shares 67,418 Value ($000) $6,603 Avg Close — Range —
Q4 2023
Shares 66,656 Value ($000) $6,616 Avg Close — Range —
Q3 2023
Shares 66,610 Value ($000) $6,264 Avg Close — Range —
Q2 2023
Shares 66,254 Value ($000) $6,490 Avg Close — Range —
Q1 2023
Shares 57,946 Value ($000) $5,774 Avg Close — Range —
Q4 2022
Shares 57,505 Value ($000) $5,577 Avg Close — Range —
Q3 2022
Shares 58,948 Value ($000) $5,679 Avg Close — Range —
Q2 2022
Shares 59,376 Value ($000) $6,037 Avg Close — Range —
Q1 2022
Shares 59,565 Value ($000) $6,379 Avg Close — Range —
Q4 2021
Shares 62,788 Value ($000) $7,163 Avg Close — Range —