ISHARES TR

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

Planned Solutions, Inc.'s Holding History (CIK: 0001831332)

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

Q4 2025
Shares 6,750 Value ($000) $674 Avg Close — Range —
Q3 2025
Shares 6,511 Value ($000) $653 Avg Close — Range —
Q2 2025
Shares 6,293 Value ($000) $624 Avg Close — Range —
Q1 2025
Shares 6,247 Value ($000) $618 Avg Close — Range —
Q4 2024
Shares 6,100 Value ($000) $591 Avg Close — Range —
Q3 2024
Shares 6,176 Value ($000) $625 Avg Close — Range —
Q2 2024
Shares 5,674 Value ($000) $551 Avg Close — Range —
Q1 2024
Shares 6,056 Value ($000) $593 Avg Close — Range —
Q4 2023
Shares 6,097 Value ($000) $605 Avg Close — Range —
Q3 2023
Shares 4,885 Value ($000) $459 Avg Close — Range —
Q2 2023
Shares 4,845 Value ($000) $475 Avg Close — Range —
Q1 2023
Shares 4,815 Value ($000) $480 Avg Close — Range —
Q4 2022
Shares 4,754 Value ($000) $461 Avg Close — Range —
Q3 2022
Shares 4,708 Value ($000) $454 Avg Close — Range —
Q2 2022
Shares 4,680 Value ($000) $476 Avg Close — Range —
Q1 2022
Shares 4,681 Value ($000) $501 Avg Close — Range —
Q4 2021
Shares 5,254 Value ($000) $599 Avg Close — Range —
Q2 2021
Shares 5,410 Value ($000) $624 Avg Close — Range —
Q1 2021
Shares 5,143 Value ($000) $585 Avg Close — Range —
Q4 2020
Shares 3,865 Value ($000) $457 Avg Close — Range —
Q3 2020
Shares 1,670 Value ($000) $197 Avg Close — Range —