ISHARES TR

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

Philip James Wealth Mangement, LLC's Holding History (CIK: 0002002630)

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

Q4 2025
Shares 3,603 Value ($000) $360 Avg Close — Range —
Q3 2025
Shares 3,603 Value ($000) $361 Avg Close — Range —
Q2 2025
Shares 3,603 Value ($000) $357 Avg Close — Range —
Q1 2025
Shares 3,603 Value ($000) $356 Avg Close — Range —
Q4 2024
Shares 3,796 Value ($000) $368 Avg Close — Range —