ISHARES TR

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

Vested Financial Planning, LLC's Holding History (CIK: 0002044679)

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

Q4 2025
Shares 8,651 Value ($000) $864 Avg Close — Range —
Q3 2025
Shares 8,340 Value ($000) $836 Avg Close — Range —
Q2 2025
Shares 6,417 Value ($000) $637 Avg Close — Range —
Q1 2025
Shares 6,284 Value ($000) $622 Avg Close — Range —
Q4 2024
Shares 6,205 Value ($000) $601 Avg Close — Range —