ISHARES TR

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

Cherry Tree Wealth Management, LLC's Holding History (CIK: 0001985414)

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

Q4 2025
Shares 21,772 Value ($000) $2,175 Avg Close — Range —
Q3 2025
Shares 25,749 Value ($000) $2,581 Avg Close — Range —
Q2 2025
Shares 25,887 Value ($000) $2,568 Avg Close — Range —
Q1 2025
Shares 27,259 Value ($000) $2,696 Avg Close — Range —
Q4 2024
Shares 26,713 Value ($000) $2,589 Avg Close — Range —
Q3 2024
Shares 27,597 Value ($000) $2,795 Avg Close — Range —
Q2 2024
Shares 27,558 Value ($000) $2,675 Avg Close — Range —
Q1 2024
Shares 31,841 Value ($000) $3,119 Avg Close — Range —
Q4 2023
Shares 32,582 Value ($000) $3,234 Avg Close — Range —
Q3 2023
Shares 25,783 Value ($000) $2,425 Avg Close — Range —
Q2 2023
Shares 23,770 Value ($000) $2,328 Avg Close — Range —