ISHARES TR

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

Forbes Financial Planning, Inc.'s Holding History (CIK: 0001911316)

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

Q1 2025
Shares 81,025 Value ($000) $8,015 Avg Close — Range —
Q4 2024
Shares 79,470 Value ($000) $7,701 Avg Close — Range —
Q3 2024
Shares 76,662 Value ($000) $7,764 Avg Close — Range —
Q2 2024
Shares 75,524 Value ($000) $7,331 Avg Close — Range —
Q1 2024
Shares 73,019 Value ($000) $7,151 Avg Close — Range —
Q4 2023
Shares 72,250 Value ($000) $7,171 Avg Close — Range —
Q3 2023
Shares 69,837 Value ($000) $6,568 Avg Close — Range —
Q2 2023
Shares 70,323 Value ($000) $6,888 Avg Close — Range —
Q1 2023
Shares 71,517 Value ($000) $7,126 Avg Close — Range —
Q4 2022
Shares 55,331 Value ($000) $5,331 Avg Close — Range —
Q3 2022
Shares 55,331 Value ($000) $5,331 Avg Close — Range —
Q2 2022
Shares 49,875 Value ($000) $5,081 Avg Close — Range —