ISHARES TR

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

FSM Wealth Advisors, LLC's Holding History (CIK: 0001942548)

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

Q4 2025
Shares 2,908 Value ($000) $290 Avg Close — Range —
Q3 2025
Shares 3,032 Value ($000) $304 Avg Close — Range —
Q2 2025
Shares 2,824 Value ($000) $277 Avg Close — Range —
Q1 2025
Shares 2,436 Value ($000) $241 Avg Close — Range —
Q4 2024
Shares 2,808 Value ($000) $272 Avg Close — Range —
Q3 2024
Shares 2,916 Value ($000) $295 Avg Close — Range —
Q2 2024
Shares 2,916 Value ($000) $283 Avg Close — Range —
Q1 2024
Shares 3,189 Value ($000) $312 Avg Close — Range —
Q4 2023
Shares 4,869 Value ($000) $483 Avg Close — Range —
Q3 2023
Shares 5,149 Value ($000) $484 Avg Close — Range —
Q2 2023
Shares 5,356 Value ($000) $520 Avg Close — Range —
Q1 2023
Shares 5,886 Value ($000) $586 Avg Close — Range —
Q4 2022
Shares 5,807 Value ($000) $563 Avg Close — Range —
Q3 2022
Shares 5,938 Value ($000) $572 Avg Close — Range —
Q2 2022
Shares 5,903 Value ($000) $609 Avg Close — Range —