ISHARES TR

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

Falcon Wealth Planning's Holding History (CIK: 0001839850)

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

Q4 2025
Shares 2,081 Value ($000) $208 Avg Close — Range —
Q3 2025
Shares 2,104 Value ($000) $211 Avg Close — Range —
Q2 2025
Shares 2,070 Value ($000) $205 Avg Close — Range —
Q1 2025
Shares 2,046 Value ($000) $202 Avg Close — Range —
Q3 2024
Shares 2,193 Value ($000) $222 Avg Close — Range —
Q2 2024
Shares 3,033 Value ($000) $294 Avg Close — Range —
Q1 2024
Shares 3,031 Value ($000) $297 Avg Close — Range —
Q4 2023
Shares 3,223 Value ($000) $320 Avg Close — Range —
Q3 2023
Shares 2,539 Value ($000) $239 Avg Close — Range —
Q2 2023
Shares 2,340 Value ($000) $229 Avg Close — Range —
Q1 2023
Shares 2,198 Value ($000) $219 Avg Close — Range —
Q4 2022
Shares 4,266 Value ($000) $414 Avg Close — Range —
Q3 2022
Shares 21,154 Value ($000) $2,038 Avg Close — Range —
Q2 2022
Shares 2,613 Value ($000) $266 Avg Close — Range —
Q1 2022
Shares 2,198 Value ($000) $235 Avg Close — Range —
Q4 2021
Shares 2,183 Value ($000) $249 Avg Close — Range —
Q3 2021
Shares 2,287 Value ($000) $263 Avg Close — Range —