ISHARES TR

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

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 106,819 Value ($000) $10,669 Avg Close — Range —
Q3 2025
Shares 101,271 Value ($000) $10,152 Avg Close — Range —
Q2 2025
Shares 99,032 Value ($000) $9,824 Avg Close — Range —
Q1 2025
Shares 100,114 Value ($000) $9,903 Avg Close — Range —
Q4 2024
Shares 96,586 Value ($000) $9,359 Avg Close — Range —
Q3 2024
Shares 66,540 Value ($000) $6,739 Avg Close — Range —
Q2 2024
Shares 63,073 Value ($000) $6,122 Avg Close — Range —
Q1 2024
Shares 59,836 Value ($000) $5,860 Avg Close — Range —
Q4 2023
Shares 61,316 Value ($000) $6,086 Avg Close — Range —
Q3 2023
Shares 79,370 Value ($000) $7,464 Avg Close — Range —
Q2 2023
Shares 75,033 Value ($000) $7,349 Avg Close — Range —
Q1 2023
Shares 85,566 Value ($000) $8,526 Avg Close — Range —
Q4 2022
Shares 386,818 Value ($000) $37,518 Avg Close — Range —
Q3 2022
Shares 23,685 Value ($000) $2,282 Avg Close — Range —
Q2 2022
Shares 30,508 Value ($000) $3,102 Avg Close — Range —
Q1 2022
Shares 23,115 Value ($000) $2,476 Avg Close — Range —
Q4 2021
Shares 20,709 Value ($000) $2,363 Avg Close — Range —
Q3 2021
Shares 19,751 Value ($000) $2,268 Avg Close — Range —
Q2 2021
Shares 19,419 Value ($000) $2,262 Avg Close — Range —
Q1 2021
Shares 14,071 Value ($000) $1,602 Avg Close — Range —
Q4 2020
Shares 11,742 Value ($000) $1,388 Avg Close — Range —