ISHARES TR

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

BIRCH FINANCIAL GROUP, LLC's Holding History (CIK: 0002083592)

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

Q4 2025
Shares 4,243 Value ($000) $424 Avg Close — Range —
Q3 2025
Shares 4,556 Value ($000) $457 Avg Close — Range —
Q2 2025
Shares 4,931 Value ($000) $489 Avg Close — Range —
Q1 2025
Shares 5,723 Value ($000) $566 Avg Close — Range —
Q4 2024
Shares 8,157 Value ($000) $790 Avg Close — Range —