ISHARES TR

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

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 1,039 Value ($000) $104 Avg Close — Range —
Q3 2025
Shares 1,039 Value ($000) $104 Avg Close — Range —
Q2 2025
Shares 1,038 Value ($000) $103 Avg Close — Range —
Q1 2025
Shares 1,038 Value ($000) $103 Avg Close — Range —