ISHARES TR

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

Archvest Wealth Advisors, Inc.'s Holding History (CIK: 0001910174)

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

Q4 2025
Shares 3,556 Value ($000) $355 Avg Close — Range —
Q3 2025
Shares 14,622 Value ($000) $1,466 Avg Close — Range —
Q2 2025
Shares 17,673 Value ($000) $1,753 Avg Close — Range —
Q1 2025
Shares 40,918 Value ($000) $4,048 Avg Close — Range —
Q4 2024
Shares 249,629 Value ($000) $24,189 Avg Close — Range —
Q3 2024
Shares 393,873 Value ($000) $39,887 Avg Close — Range —
Q2 2024
Shares 345,807 Value ($000) $33,284 Avg Close — Range —
Q1 2024
Shares 323,610 Value ($000) $31,371 Avg Close — Range —
Q4 2023
Shares 300,971 Value ($000) $29,871 Avg Close — Range —
Q3 2023
Shares 197,996 Value ($000) $19,394 Avg Close — Range —
Q2 2023
Shares 197,996 Value ($000) $19,394 Avg Close — Range —
Q1 2023
Shares 169,960 Value ($000) $16,935 Avg Close — Range —
Q4 2022
Shares 159,982 Value ($000) $15,517 Avg Close — Range —
Q3 2022
Shares 162,232 Value ($000) $15,629 Avg Close — Range —
Q2 2022
Shares 160,996 Value ($000) $16,370 Avg Close — Range —
Q1 2022
Shares 162,416 Value ($000) $17,395 Avg Close — Range —
Q4 2021
Shares 165,299 Value ($000) $18,857 Avg Close — Range —