ISHARES TR

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

Alpha Financial Partners, LLC's Holding History (CIK: 0001966219)

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

Q4 2025
Shares 173,846 Value ($000) $17,364 Avg Close — Range —
Q3 2025
Shares 172,974 Value ($000) $17,341 Avg Close — Range —
Q2 2025
Shares 163,050 Value ($000) $16,175 Avg Close — Range —
Q1 2025
Shares 161,633 Value ($000) $15,989 Avg Close — Range —
Q4 2024
Shares 167,591 Value ($000) $16,240 Avg Close — Range —
Q2 2024
Shares 139,768 Value ($000) $13,567 Avg Close — Range —
Q1 2024
Shares 127,618 Value ($000) $12,499 Avg Close — Range —
Q4 2023
Shares 120,969 Value ($000) $12,006 Avg Close — Range —
Q3 2023
Shares 54,367 Value ($000) $5,113 Avg Close — Range —
Q2 2023
Shares 44,434 Value ($000) $4,352 Avg Close — Range —