ISHARES TR

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

Core Wealth Partners LLC's Holding History (CIK: 0001965078)

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

Q4 2025
Shares 25,754 Value ($000) $2,572 Avg Close Range
Q3 2025
Shares 22,696 Value ($000) $2,275 Avg Close Range
Q2 2025
Shares 19,945 Value ($000) $1,979 Avg Close Range