ISHARES TR

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

BWM Planning, LLC's Holding History (CIK: 0002039698)

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

Q4 2025
Shares 7,845 Value ($000) $784 Avg Close — Range —
Q3 2025
Shares 7,577 Value ($000) $760 Avg Close — Range —
Q2 2025
Shares 6,786 Value ($000) $673 Avg Close — Range —