ISHARES TR

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

Rothschild Wealth LLC's Holding History (CIK: 0001811345)

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

Q4 2025
Shares 136,710 Value ($000) $13,655 Avg Close — Range —
Q3 2025
Shares 119,311 Value ($000) $11,961 Avg Close — Range —
Q2 2025
Shares 113,578 Value ($000) $11,267 Avg Close — Range —
Q1 2025
Shares 100,641 Value ($000) $9,955 Avg Close — Range —
Q4 2024
Shares 87,389 Value ($000) $8,468 Avg Close — Range —
Q3 2024
Shares 26,655 Value ($000) $1,661 Avg Close — Range —
Q2 2024
Shares 78,042 Value ($000) $7,576 Avg Close — Range —
Q1 2024
Shares 99,349 Value ($000) $9,730 Avg Close — Range —
Q2 2023
Shares 64,489 Value ($000) $6,317 Avg Close — Range —
Q1 2023
Shares 53,547 Value ($000) $5,335 Avg Close — Range —
Q4 2022
Shares 25,361 Value ($000) $2,478 Avg Close — Range —
Q3 2022
Shares 22,805 Value ($000) $2,217 Avg Close — Range —