ISHARES TR

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

Evernest Financial Advisors, LLC's Holding History (CIK: 0002009530)

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

Q4 2025
Shares 7,190 Value ($000) $720 Avg Close — Range —
Q1 2025
Shares 20,906 Value ($000) $2,068 Avg Close — Range —
Q4 2024
Shares 19,310 Value ($000) $1,871 Avg Close — Range —
Q3 2024
Shares 17,764 Value ($000) $1,799 Avg Close — Range —
Q2 2024
Shares 14,333 Value ($000) $1,391 Avg Close — Range —
Q1 2024
Shares 12,451 Value ($000) $1,188 Avg Close — Range —
Q4 2023
Shares 9,660 Value ($000) $959 Avg Close — Range —
Q4 2021
Shares 10,320 Value ($000) $1,008 Avg Close — Range —