ISHARES TR

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

Essential Planning, LLC.'s Holding History (CIK: 0001949824)

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

Q4 2025
Shares 2,827 Value ($000) $282 Avg Close — Range —
Q3 2025
Shares 2,287 Value ($000) $229 Avg Close — Range —
Q2 2025
Shares 2,284 Value ($000) $227 Avg Close — Range —
Q1 2025
Shares 2,334 Value ($000) $231 Avg Close — Range —
Q4 2024
Shares 143,528 Value ($000) $14,140 Avg Close — Range —
Q3 2024
Shares 2,224 Value ($000) $225 Avg Close — Range —
Q2 2024
Shares 2,328 Value ($000) $226 Avg Close — Range —
Q1 2024
Shares 3,514 Value ($000) $349 Avg Close — Range —
Q4 2023
Shares 3,434 Value ($000) $341 Avg Close — Range —
Q3 2023
Shares 3,436 Value ($000) $323 Avg Close — Range —
Q2 2023
Shares 3,983 Value ($000) $390 Avg Close — Range —
Q1 2023
Shares 3,771 Value ($000) $368 Avg Close — Range —
Q4 2022
Shares 9,701 Value ($000) $928 Avg Close — Range —