ISHARES TR

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

Element Wealth, LLC's Holding History (CIK: 0001802743)

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

Q4 2025
Shares 59,954 Value ($000) $5,988 Avg Close — Range —
Q3 2025
Shares 61,235 Value ($000) $6,139 Avg Close — Range —
Q2 2025
Shares 61,298 Value ($000) $6,081 Avg Close — Range —
Q1 2025
Shares 62,038 Value ($000) $6,137 Avg Close — Range —
Q4 2024
Shares 59,341 Value ($000) $5,750 Avg Close — Range —
Q3 2024
Shares 62,105 Value ($000) $6,289 Avg Close — Range —
Q2 2024
Shares 60,955 Value ($000) $5,917 Avg Close — Range —
Q1 2024
Shares 54,676 Value ($000) $5,355 Avg Close — Range —
Q4 2023
Shares 56,228 Value ($000) $5,581 Avg Close — Range —
Q3 2023
Shares 24,513 Value ($000) $2,305 Avg Close — Range —
Q2 2023
Shares 28,246 Value ($000) $2,767 Avg Close — Range —
Q1 2023
Shares 25,199 Value ($000) $2,511 Avg Close — Range —
Q4 2022
Shares 22,703 Value ($000) $2,202 Avg Close — Range —
Q3 2022
Shares 15,300 Value ($000) $1,474 Avg Close — Range —
Q2 2022
Shares 14,914 Value ($000) $1,516 Avg Close — Range —
Q1 2022
Shares 14,654 Value ($000) $1,569 Avg Close — Range —
Q4 2021
Shares 10,869 Value ($000) $1,240 Avg Close — Range —
Q3 2021
Shares 10,314 Value ($000) $1,184 Avg Close — Range —
Q2 2021
Shares 7,611 Value ($000) $878 Avg Close — Range —
Q1 2021
Shares 10,524 Value ($000) $1,198 Avg Close — Range —
Q4 2020
Shares 11,602 Value ($000) $1,371 Avg Close — Range —
Q3 2020
Shares 9,101 Value ($000) $1,074 Avg Close — Range —
Q2 2020
Shares 8,675 Value ($000) $1,026 Avg Close — Range —
Q1 2020
Shares 6,005 Value ($000) $693 Avg Close — Range —
Q4 2019
Shares 45,209 Value ($000) $5,080 Avg Close — Range —