ISHARES TR

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

Lifestyle Asset Management, Inc.'s Holding History (CIK: 0001845675)

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

Q4 2025
Shares 166,381 Value ($000) $16,618 Avg Close — Range —
Q3 2025
Shares 120,868 Value ($000) $12,117 Avg Close — Range —
Q2 2025
Shares 85,629 Value ($000) $8,494 Avg Close — Range —
Q1 2025
Shares 85,742 Value ($000) $8,482 Avg Close — Range —
Q4 2024
Shares 81,581 Value ($000) $7,905 Avg Close — Range —
Q3 2024
Shares 157,229 Value ($000) $15,923 Avg Close — Range —
Q2 2024
Shares 74,691 Value ($000) $7,250 Avg Close — Range —
Q1 2024
Shares 77,598 Value ($000) $7,600 Avg Close — Range —
Q4 2023
Shares 111,801 Value ($000) $11,096 Avg Close — Range —
Q3 2023
Shares 73,380 Value ($000) $6,901 Avg Close — Range —
Q2 2023
Shares 68,840 Value ($000) $6,743 Avg Close — Range —
Q1 2023
Shares 66,268 Value ($000) $6,603 Avg Close — Range —
Q4 2022
Shares 65,894 Value ($000) $6,391 Avg Close — Range —