ISHARES TR

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

Abound Wealth Management's Holding History (CIK: 0001950323)

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

Q4 2025
Shares 453,932 Value ($000) $45,339 Avg Close — Range —
Q3 2025
Shares 420,665 Value ($000) $42,172 Avg Close — Range —
Q2 2025
Shares 405,627 Value ($000) $40,238 Avg Close — Range —
Q1 2025
Shares 388,788 Value ($000) $38,459 Avg Close — Range —
Q4 2024
Shares 365,499 Value ($000) $35,417 Avg Close — Range —
Q3 2024
Shares 339,829 Value ($000) $34,414 Avg Close — Range —
Q2 2024
Shares 320,442 Value ($000) $31,105 Avg Close — Range —
Q1 2024
Shares 295,029 Value ($000) $28,895 Avg Close — Range —
Q4 2023
Shares 277,309 Value ($000) $27,523 Avg Close — Range —
Q3 2023
Shares 221,014 Value ($000) $20,784 Avg Close — Range —
Q2 2023
Shares 200,735 Value ($000) $19,662 Avg Close — Range —
Q1 2023
Shares 157,967 Value ($000) $15,740 Avg Close — Range —
Q4 2022
Shares 137,248 Value ($000) $13,312 Avg Close — Range —
Q3 2022
Shares 130,634 Value ($000) $12,585 Avg Close — Range —
Q2 2022
Shares 123,626 Value ($000) $12,570 Avg Close — Range —
Q1 2022
Shares 178,243 Value ($000) $19,090 Avg Close — Range —
Q4 2021
Shares 168,622 Value ($000) $19,236 Avg Close — Range —