ISHARES TR

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

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025
Shares 13,525 Value ($000) $1,353 Avg Close — Range —
Q3 2025
Shares 12,850 Value ($000) $1,284 Avg Close — Range —
Q2 2025
Shares 12,533 Value ($000) $1,229 Avg Close — Range —
Q1 2025
Shares 13,311 Value ($000) $1,292 Avg Close — Range —
Q4 2024
Shares 15,511 Value ($000) $1,488 Avg Close — Range —
Q3 2024
Shares 13,125 Value ($000) $1,312 Avg Close — Range —
Q2 2024
Shares 12,651 Value ($000) $1,235 Avg Close — Range —
Q1 2024
Shares 12,117 Value ($000) $1,152 Avg Close — Range —
Q4 2023
Shares 11,833 Value ($000) $1,160 Avg Close — Range —
Q3 2023
Shares 10,634 Value ($000) $975 Avg Close — Range —
Q2 2023
Shares 9,992 Value ($000) $979 Avg Close — Range —
Q1 2023
Shares 9,954 Value ($000) $982 Avg Close — Range —
Q4 2022
Shares 7,685 Value ($000) $759 Avg Close — Range —