ISHARES TR

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

Joel Adams & Associates, Inc.'s Holding History (CIK: 0002020459)

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

Q4 2025
Shares 194,514 Value ($000) $19,428 Avg Close — Range —
Q3 2025
Shares 175,585 Value ($000) $17,602 Avg Close — Range —
Q2 2025
Shares 169,319 Value ($000) $16,796 Avg Close — Range —
Q1 2025
Shares 162,951 Value ($000) $16,119 Avg Close — Range —
Q4 2024
Shares 150,439 Value ($000) $14,578 Avg Close — Range —