ISHARES TR

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

Portus Wealth Advisors, LLC's Holding History (CIK: 0002097516)

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

Q4 2025
Shares 7,522 Value ($000) $751 Avg Close — Range —
Q3 2025
Shares 8,651 Value ($000) $867 Avg Close — Range —