ISHARES TR

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

LMG Wealth Partners, LLC's Holding History (CIK: 0001965772)

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

Q4 2025
Shares 119,714 Value ($000) $11,957 Avg Close — Range —
Q3 2025
Shares 119,407 Value ($000) $11,971 Avg Close — Range —
Q2 2025
Shares 120,571 Value ($000) $11,961 Avg Close — Range —
Q1 2025
Shares 120,659 Value ($000) $11,936 Avg Close — Range —
Q4 2024
Shares 116,781 Value ($000) $11,316 Avg Close — Range —
Q3 2024
Shares 117,534 Value ($000) $11,903 Avg Close — Range —
Q2 2024
Shares 111,240 Value ($000) $10,798 Avg Close — Range —
Q1 2024
Shares 108,235 Value ($000) $10,601 Avg Close — Range —
Q4 2023
Shares 95,580 Value ($000) $9,486 Avg Close — Range —
Q3 2023
Shares 43,919 Value ($000) $4,130 Avg Close — Range —
Q2 2023
Shares 34,104 Value ($000) $3,340 Avg Close — Range —
Q1 2023
Shares 32,677 Value ($000) $3,256 Avg Close — Range —