ISHARES TR

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

Naviter Wealth, LLC's Holding History (CIK: 0001855567)

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

Q4 2025
Shares 5,142 Value ($000) $514 Avg Close — Range —
Q3 2025
Shares 5,076 Value ($000) $509 Avg Close — Range —
Q2 2025
Shares 8,564 Value ($000) $850 Avg Close — Range —
Q1 2025
Shares 8,776 Value ($000) $866 Avg Close — Range —
Q4 2024
Shares 9,079 Value ($000) $880 Avg Close — Range —
Q3 2024
Shares 9,204 Value ($000) $932 Avg Close — Range —
Q2 2024
Shares 5,739 Value ($000) $557 Avg Close — Range —
Q1 2024
Shares 5,810 Value ($000) $569 Avg Close — Range —
Q4 2023
Shares 5,983 Value ($000) $594 Avg Close — Range —
Q3 2023
Shares 6,445 Value ($000) $606 Avg Close — Range —
Q2 2023
Shares 6,382 Value ($000) $625 Avg Close — Range —
Q1 2023
Shares 7,071 Value ($000) $705 Avg Close — Range —
Q4 2022
Shares 127,676 Value ($000) $12,803 Avg Close — Range —
Q3 2022
Shares 107,483 Value ($000) $10,355 Avg Close — Range —
Q4 2021
Shares 30,041 Value ($000) $3,427 Avg Close — Range —