ISHARES TR

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

BKM Wealth Management, LLC's Holding History (CIK: 0002007263)

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

Q4 2025
Shares 5,860 Value ($000) $585 Avg Close — Range —
Q3 2025
Shares 5,708 Value ($000) $572 Avg Close — Range —
Q2 2025
Shares 5,246 Value ($000) $520 Avg Close — Range —
Q1 2025
Shares 5,299 Value ($000) $524 Avg Close — Range —
Q4 2024
Shares 6,575 Value ($000) $637 Avg Close — Range —
Q3 2024
Shares 16,468 Value ($000) $1,668 Avg Close — Range —
Q2 2024
Shares 16,574 Value ($000) $1,609 Avg Close — Range —
Q1 2024
Shares 13,369 Value ($000) $1,309 Avg Close — Range —
Q4 2023
Shares 8,784 Value ($000) $872 Avg Close — Range —