ISHARES TR

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

Heritage Family Offices, LLP's Holding History (CIK: 0002019316)

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

Q4 2025
Shares 70,029 Value ($000) $6,995 Avg Close — Range —
Q3 2025
Shares 64,337 Value ($000) $6,450 Avg Close — Range —
Q2 2025
Shares 74,348 Value ($000) $7,340 Avg Close — Range —
Q1 2025
Shares 74,348 Value ($000) $7,355 Avg Close — Range —
Q4 2024
Shares 68,711 Value ($000) $6,658 Avg Close — Range —
Q3 2024
Shares 67,237 Value ($000) $6,809 Avg Close — Range —
Q2 2024
Shares 69,090 Value ($000) $6,707 Avg Close — Range —