ISHARES TR

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

BALANCED WEALTH GROUP LLC's Holding History (CIK: 0002009783)

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

Q2 2024

Shares 6,284 Value ($000) $605 Avg Close — Range —

Q1 2024

Shares 17,184 Value ($000) $1,657 Avg Close — Range —

Q4 2023

Shares 71,569 Value ($000) $7,103 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2024	6,284	$605	—	—
Q1 2024	17,184	$1,657	—	—
Q4 2023	71,569	$7,103	—	—