ISHARES TR

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

Highland Financial Advisors, LLC's Holding History (CIK: 0001939237)

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

Q4 2025
Shares 2,887 Value ($000) $288 Avg Close — Range —
Q1 2024
Shares 8,296 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 7,459 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 6,229 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 6,407 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 9,229 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 11,756 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 10,627 Value ($000) $1,024 Avg Close — Range —
Q2 2022
Shares 10,156 Value ($000) $1,033 Avg Close — Range —