ISHARES TR

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

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 18,663 Value ($000) $1,864 Avg Close — Range —
Q3 2025
Shares 18,748 Value ($000) $1,880 Avg Close — Range —
Q2 2025
Shares 18,328 Value ($000) $1,818 Avg Close — Range —
Q1 2025
Shares 16,586 Value ($000) $1,641 Avg Close — Range —
Q4 2024
Shares 17,698 Value ($000) $1,715 Avg Close — Range —
Q3 2024
Shares 13,522 Value ($000) $1,369 Avg Close — Range —
Q2 2024
Shares 14,417 Value ($000) $1,399 Avg Close — Range —
Q1 2024
Shares 18,842 Value ($000) $1,845 Avg Close — Range —
Q4 2023
Shares 18,821 Value ($000) $1,868 Avg Close — Range —
Q3 2023
Shares 16,958 Value ($000) $1,595 Avg Close — Range —
Q2 2023
Shares 14,965 Value ($000) $1,466 Avg Close — Range —
Q1 2023
Shares 14,949 Value ($000) $1,490 Avg Close — Range —
Q4 2022
Shares 14,937 Value ($000) $1,449 Avg Close — Range —
Q3 2022
Shares 16,118 Value ($000) $1,553 Avg Close — Range —
Q2 2022
Shares 24,192 Value ($000) $2,460 Avg Close — Range —
Q1 2022
Shares 183,551 Value ($000) $19,658 Avg Close — Range —
Q4 2021
Shares 183,047 Value ($000) $20,882 Avg Close — Range —
Q3 2021
Shares 4,938 Value ($000) $567 Avg Close — Range —
Q2 2021
Shares 4,583 Value ($000) $529 Avg Close — Range —
Q1 2021
Shares 4,642 Value ($000) $528 Avg Close — Range —
Q4 2020
Shares 3,808 Value ($000) $450 Avg Close — Range —