ISHARES TR

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

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 26,395 Value ($000) $2,636 Avg Close Range
Q3 2025
Shares 27,239 Value ($000) $2,731 Avg Close Range
Q2 2025
Shares 25,610 Value ($000) $2,541 Avg Close Range
Q1 2025
Shares 26,969 Value ($000) $2,668 Avg Close Range
Q4 2024
Shares 22,367 Value ($000) $2,167 Avg Close Range
Q2 2024
Shares 168 Value ($000) $16 Avg Close Range