ISHARES TR

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

Carter Financial Group, INC.'s Holding History (CIK: 0001919749)

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

Q4 2025
Shares 3,548 Value ($000) $354 Avg Close — Range —
Q3 2025
Shares 3,972 Value ($000) $398 Avg Close — Range —
Q2 2025
Shares 4,110 Value ($000) $408 Avg Close — Range —