ISHARES TR

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

Topel & Distasi Wealth Management, LLC's Holding History (CIK: 0001880087)

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

Q1 2025
Shares 5,930 Value ($000) $587 Avg Close — Range —
Q4 2024
Shares 7,101 Value ($000) $688 Avg Close — Range —
Q3 2024
Shares 7,101 Value ($000) $719 Avg Close — Range —
Q2 2024
Shares 7,074 Value ($000) $687 Avg Close — Range —
Q1 2024
Shares 7,074 Value ($000) $693 Avg Close — Range —
Q4 2023
Shares 5,726 Value ($000) $568 Avg Close — Range —
Q3 2023
Shares 5,726 Value ($000) $538 Avg Close — Range —
Q2 2023
Shares 5,638 Value ($000) $552 Avg Close — Range —
Q1 2023
Shares 5,618 Value ($000) $560 Avg Close — Range —
Q4 2022
Shares 5,610 Value ($000) $544 Avg Close — Range —
Q3 2022
Shares 5,573 Value ($000) $536 Avg Close — Range —
Q2 2022
Shares 6,834 Value ($000) $695 Avg Close — Range —
Q1 2022
Shares 7,333 Value ($000) $785 Avg Close — Range —
Q4 2021
Shares 8,009 Value ($000) $914 Avg Close — Range —