ISHARES TR

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

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q4 2025
Shares 1,030,946 Value ($000) $102,971 Avg Close — Range —
Q3 2025
Shares 999,011 Value ($000) $100,151 Avg Close — Range —
Q2 2025
Shares 964,448 Value ($000) $95,673 Avg Close — Range —
Q1 2025
Shares 954,079 Value ($000) $94,377 Avg Close — Range —
Q4 2024
Shares 606,411 Value ($000) $58,761 Avg Close — Range —
Q3 2024
Shares 534,356 Value ($000) $54,114 Avg Close — Range —
Q2 2024
Shares 493,975 Value ($000) $47,950 Avg Close — Range —
Q1 2024
Shares 426,112 Value ($000) $41,733 Avg Close — Range —
Q4 2023
Shares 6,695 Value ($000) $664 Avg Close — Range —
Q3 2023
Shares 3,880 Value ($000) $365 Avg Close — Range —
Q2 2023
Shares 3,759 Value ($000) $368 Avg Close — Range —
Q1 2023
Shares 3,684 Value ($000) $367 Avg Close — Range —
Q4 2022
Shares 3,627 Value ($000) $352 Avg Close — Range —
Q3 2022
Shares 4,347 Value ($000) $419 Avg Close — Range —
Q2 2022
Shares 3,601 Value ($000) $366 Avg Close — Range —
Q1 2022
Shares 10,033 Value ($000) $1,075 Avg Close — Range —
Q4 2021
Shares 13,927 Value ($000) $1,589 Avg Close — Range —
Q3 2021
Shares 17,109 Value ($000) $1,965 Avg Close — Range —
Q2 2021
Shares 16,382 Value ($000) $1,889 Avg Close — Range —
Q1 2021
Shares 12,172 Value ($000) $1,386 Avg Close — Range —
Q4 2020
Shares 14,879 Value ($000) $1,759 Avg Close — Range —
Q3 2020
Shares 17,596 Value ($000) $2,077 Avg Close — Range —
Q2 2020
Shares 20,363 Value ($000) $2,407 Avg Close — Range —
Q1 2020
Shares 491,435 Value ($000) $56,697 Avg Close — Range —
Q4 2019
Shares 796,236 Value ($000) $89,473 Avg Close — Range —