ISHARES TR

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

Vestwell Advisors, LLC's Holding History (CIK: 0002081474)

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

Q4 2025

Shares 37,873 Value ($000) $3,783 Avg Close — Range —

Q3 2025

Shares 408,301 Value ($000) $40,932 Avg Close — Range —

Q2 2025

Shares 356,572 Value ($000) $35,372 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	37,873	$3,783	—	—
Q3 2025	408,301	$40,932	—	—
Q2 2025	356,572	$35,372	—	—