ISHARES TR

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

Sound Financial Strategies Group, LLC's Holding History (CIK: 0001800620)

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

Q4 2025
Shares 137,922 Value ($000) $13,776 Avg Close — Range —
Q3 2025
Shares 142,314 Value ($000) $14,267 Avg Close — Range —
Q2 2025
Shares 147,450 Value ($000) $14,627 Avg Close — Range —
Q1 2025
Shares 153,682 Value ($000) $15,202 Avg Close — Range —
Q4 2024
Shares 181,495 Value ($000) $17,587 Avg Close — Range —
Q3 2024
Shares 193,900 Value ($000) $19,636 Avg Close — Range —
Q2 2024
Shares 203,207 Value ($000) $19,725 Avg Close — Range —
Q1 2024
Shares 291,161 Value ($000) $28,516 Avg Close — Range —
Q4 2023
Shares 294,070 Value ($000) $29,186 Avg Close — Range —
Q2 2023
Shares 305 Value ($000) $30 Avg Close — Range —
Q1 2023
Shares 363 Value ($000) $36 Avg Close — Range —
Q4 2022
Shares 305 Value ($000) $30 Avg Close — Range —
Q1 2021
Shares 1,846 Value ($000) $210 Avg Close — Range —
Q4 2020
Shares 276,303 Value ($000) $32,656 Avg Close — Range —
Q3 2020
Shares 538,055 Value ($000) $63,523 Avg Close — Range —
Q2 2020
Shares 536,552 Value ($000) $63,426 Avg Close — Range —
Q1 2020
Shares 520,664 Value ($000) $60,069 Avg Close — Range —
Q4 2019
Shares 163,830 Value ($000) $18,410 Avg Close — Range —