ISHARES TR

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

KWB Wealth's Holding History (CIK: 0001822236)

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

Q1 2025
Shares 2,187 Value ($000) $212 Avg Close — Range —
Q2 2022
Shares 3,551 Value ($000) $361 Avg Close — Range —
Q1 2022
Shares 6,575 Value ($000) $750 Avg Close — Range —
Q4 2021
Shares 6,575 Value ($000) $750 Avg Close — Range —
Q3 2021
Shares 6,898 Value ($000) $792 Avg Close — Range —
Q2 2021
Shares 10,939 Value ($000) $1,245 Avg Close — Range —
Q1 2021
Shares 11,287 Value ($000) $1,285 Avg Close — Range —
Q4 2020
Shares 60,450 Value ($000) $7,145 Avg Close — Range —