ISHARES TR

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

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 104,491 Value ($000) $10,437 Avg Close — Range —
Q3 2025
Shares 64,115 Value ($000) $6,428 Avg Close — Range —
Q2 2025
Shares 4,473 Value ($000) $444 Avg Close — Range —
Q1 2025
Shares 4,661 Value ($000) $461 Avg Close — Range —
Q4 2024
Shares 4,763 Value ($000) $462 Avg Close — Range —
Q4 2022
Shares 8,171 Value ($000) $807 Avg Close — Range —
Q3 2022
Shares 8,618 Value ($000) $859 Avg Close — Range —
Q1 2022
Shares 9,409 Value ($000) $968 Avg Close — Range —