ISHARES TR

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

Core Wealth Management, Inc.'s Holding History (CIK: 0001965150)

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

Q4 2025
Shares 24,077 Value ($000) $2,405 Avg Close — Range —
Q3 2025
Shares 24,865 Value ($000) $2,493 Avg Close — Range —
Q2 2025
Shares 26,689 Value ($000) $2,648 Avg Close — Range —
Q1 2025
Shares 29,320 Value ($000) $2,900 Avg Close — Range —
Q4 2024
Shares 120,049 Value ($000) $11,633 Avg Close — Range —
Q3 2024
Shares 2,363 Value ($000) $229 Avg Close — Range —
Q2 2024
Shares 2,363 Value ($000) $229 Avg Close — Range —
Q4 2023
Shares 95,694 Value ($000) $9,498 Avg Close — Range —
Q2 2023
Shares 2,716 Value ($000) $266 Avg Close — Range —
Q1 2023
Shares 10,073 Value ($000) $1,004 Avg Close — Range —
Q4 2022
Shares 13,187 Value ($000) $1,279 Avg Close — Range —