ISHARES TR

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

GRAND WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001939443)

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

Q3 2023
Shares 1,106 Value ($000) $104 Avg Close — Range —
Q2 2023
Shares 3,030 Value ($000) $297 Avg Close — Range —
Q1 2023
Shares 3,030 Value ($000) $302 Avg Close — Range —
Q4 2022
Shares 9,233 Value ($000) $896 Avg Close — Range —
Q3 2022
Shares 29,460 Value ($000) $2,838 Avg Close — Range —
Q2 2022
Shares 13,870 Value ($000) $1,410 Avg Close — Range —
Q1 2022
Shares 14,252 Value ($000) $1,526 Avg Close — Range —
Q4 2021
Shares 10,841 Value ($000) $1,237 Avg Close — Range —