ISHARES TR

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

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q3 2025
Shares 804 Value ($000) $81 Avg Close — Range —
Q2 2025
Shares 77 Value ($000) $8 Avg Close — Range —
Q1 2025
Shares 78 Value ($000) $8 Avg Close — Range —
Q4 2024
Shares 69 Value ($000) $7 Avg Close — Range —
Q3 2024
Shares 70 Value ($000) $7 Avg Close — Range —
Q2 2024
Shares 70 Value ($000) $7 Avg Close — Range —
Q1 2024
Shares 67 Value ($000) $7 Avg Close — Range —
Q4 2023
Shares 67 Value ($000) $7 Avg Close — Range —
Q3 2023
Shares 756 Value ($000) $71 Avg Close — Range —
Q2 2023
Shares 103 Value ($000) $10 Avg Close — Range —
Q4 2022
Shares 2,563 Value ($000) $249 Avg Close — Range —