ISHARES TR

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

Convergence Financial, LLC's Holding History (CIK: 0002034001)

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

Q4 2025
Shares 2,120 Value ($000) $212 Avg Close — Range —
Q3 2025
Shares 2,043 Value ($000) $205 Avg Close — Range —
Q4 2024
Shares 4,312 Value ($000) $418 Avg Close — Range —