ISHARES TR

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

North Berkeley Wealth Management, LLC's Holding History (CIK: 0002062383)

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

Q4 2025
Shares 38,310 Value ($000) $3,826 Avg Close — Range —
Q3 2025
Shares 22,954 Value ($000) $2,301 Avg Close — Range —
Q2 2025
Shares 23,627 Value ($000) $2,344 Avg Close — Range —
Q1 2025
Shares 20,698 Value ($000) $2,047 Avg Close — Range —
Q4 2024
Shares 17,359 Value ($000) $1,682 Avg Close — Range —