ISHARES TR

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

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 1,150 Value ($000) $115 Avg Close — Range —
Q3 2025
Shares 719 Value ($000) $72 Avg Close — Range —
Q2 2025
Shares 992 Value ($000) $98 Avg Close — Range —
Q1 2025
Shares 992 Value ($000) $98 Avg Close — Range —
Q4 2024
Shares 1,121 Value ($000) $109 Avg Close — Range —