ISHARES TR

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

Savvy Advisors, Inc.'s Holding History (CIK: 0002003633)

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

Q4 2025
Shares 577,483 Value ($000) $57,679 Avg Close Range
Q3 2025
Shares 469,663 Value ($000) $47,084 Avg Close Range
Q2 2025
Shares 311,642 Value ($000) $30,915 Avg Close Range
Q1 2025
Shares 49,980 Value ($000) $4,944 Avg Close Range
Q4 2024
Shares 42,488 Value ($000) $4,117 Avg Close Range
Q3 2024
Shares 34,443 Value ($000) $3,488 Avg Close Range
Q2 2024
Shares 38,869 Value ($000) $3,773 Avg Close Range
Q1 2024
Shares 16,346 Value ($000) $1,601 Avg Close Range
Q4 2023
Shares 12,521 Value ($000) $1,243 Avg Close Range