ISHARES TR

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

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 7,767,348 Value ($000) $775,803 Avg Close — Range —
Q3 2025
Shares 7,471,419 Value ($000) $749,010 Avg Close — Range —
Q2 2025
Shares 18,959,615 Value ($000) $1,880,794 Avg Close — Range —
Q1 2025
Shares 16,866,256 Value ($000) $1,668,410 Avg Close — Range —
Q4 2024
Shares 16,681,363 Value ($000) $1,616,424 Avg Close — Range —
Q3 2024
Shares 18,845,980 Value ($000) $1,908,532 Avg Close — Range —
Q2 2024
Shares 15,739,844 Value ($000) $1,527,867 Avg Close — Range —
Q1 2024
Shares 17,226,230 Value ($000) $1,687,137 Avg Close — Range —
Q4 2023
Shares 14,770,769 Value ($000) $1,465,999 Avg Close — Range —
Q3 2023
Shares 15,059,868 Value ($000) $1,416,230 Avg Close — Range —