ISHARES TR

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

Sequent Planning LLC's Holding History (CIK: 0002009724)

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

Q4 2025
Shares 262,041 Value ($000) $26,173 Avg Close — Range —
Q3 2025
Shares 227,579 Value ($000) $22,815 Avg Close — Range —
Q2 2025
Shares 13,964 Value ($000) $1,385 Avg Close — Range —
Q1 2025
Shares 10,177 Value ($000) $1,007 Avg Close — Range —
Q4 2024
Shares 9,719 Value ($000) $942 Avg Close — Range —
Q3 2024
Shares 8,669 Value ($000) $878 Avg Close — Range —