ISHARES TR

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

DEFINED WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001849518)

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

Q4 2025
Shares 4,975 Value ($000) $497 Avg Close — Range —
Q3 2025
Shares 4,140 Value ($000) $415 Avg Close — Range —
Q2 2025
Shares 3,854 Value ($000) $382 Avg Close — Range —
Q1 2025
Shares 3,672 Value ($000) $363 Avg Close — Range —
Q4 2024
Shares 3,416 Value ($000) $331 Avg Close — Range —
Q3 2024
Shares 3,176 Value ($000) $322 Avg Close — Range —
Q2 2024
Shares 3,138 Value ($000) $305 Avg Close — Range —
Q1 2024
Shares 3,040 Value ($000) $298 Avg Close — Range —
Q4 2020
Shares 238 Value ($000) $28 Avg Close — Range —