ISHARES TR

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

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 9,104 Value ($000) $909 Avg Close — Range —
Q2 2025
Shares 9,104 Value ($000) $903 Avg Close — Range —