ISHARES TR

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

FAMILY WEALTH PARTNERS, LLC's Holding History (CIK: 0002016217)

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

Q4 2025
Shares 29,399 Value ($000) $2,936 Avg Close — Range —
Q3 2025
Shares 31,538 Value ($000) $3,162 Avg Close — Range —
Q2 2025
Shares 31,825 Value ($000) $3,157 Avg Close — Range —
Q1 2025
Shares 36,569 Value ($000) $3,617 Avg Close — Range —
Q4 2024
Shares 39,007 Value ($000) $3,780 Avg Close — Range —
Q3 2024
Shares 36,420 Value ($000) $3,688 Avg Close — Range —
Q2 2024
Shares 40,477 Value ($000) $3,929 Avg Close — Range —
Q1 2024
Shares 39,137 Value ($000) $3,833 Avg Close — Range —
Q4 2023
Shares 49,071 Value ($000) $4,870 Avg Close — Range —