ISHARES TR

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

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's Holding History (CIK: 0002056591)

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

Q4 2025
Shares 83,991 Value ($000) $8,389 Avg Close — Range —
Q3 2025
Shares 81,301 Value ($000) $8,150 Avg Close — Range —
Q2 2025
Shares 77,459 Value ($000) $7,684 Avg Close — Range —
Q1 2025
Shares 74,452 Value ($000) $7,365 Avg Close — Range —
Q4 2024
Shares 58,049 Value ($000) $5,625 Avg Close — Range —