ISHARES TR

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

Forum Private Client Group LLC's Holding History (CIK: 0001910636)

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

Q4 2025
Shares 44,803 Value ($000) $4,475 Avg Close — Range —
Q3 2025
Shares 47,158 Value ($000) $4,728 Avg Close — Range —
Q2 2025
Shares 48,978 Value ($000) $4,859 Avg Close — Range —
Q1 2025
Shares 49,656 Value ($000) $4,912 Avg Close — Range —
Q4 2024
Shares 50,980 Value ($000) $4,940 Avg Close — Range —
Q3 2024
Shares 52,859 Value ($000) $5,353 Avg Close — Range —
Q2 2024
Shares 55,304 Value ($000) $5,368 Avg Close — Range —
Q1 2024
Shares 59,142 Value ($000) $5,792 Avg Close — Range —
Q4 2023
Shares 65,609 Value ($000) $6,512 Avg Close — Range —
Q2 2023
Shares 78,479 Value ($000) $7,687 Avg Close — Range —
Q1 2023
Shares 84,427 Value ($000) $8,412 Avg Close — Range —
Q4 2022
Shares 82,965 Value ($000) $8,047 Avg Close — Range —
Q3 2022
Shares 85,396 Value ($000) $8,227 Avg Close — Range —
Q2 2022
Shares 88,040 Value ($000) $8,952 Avg Close — Range —
Q1 2022
Shares 82,403 Value ($000) $8,825 Avg Close — Range —