ISHARES TR

Ticker: IAGG CUSIP: 46435G672 Class: CORE INTL AGGR

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2022
Shares 48,765 Value ($000) $2,319 Avg Close — Range —
Q3 2022
Shares 49,418 Value ($000) $2,388 Avg Close — Range —
Q2 2022
Shares 53,641 Value ($000) $2,671 Avg Close — Range —
Q1 2022
Shares 61,059 Value ($000) $3,184 Avg Close — Range —
Q4 2021
Shares 70,717 Value ($000) $3,891 Avg Close — Range —
Q3 2021
Shares 70,717 Value ($000) $3,891 Avg Close — Range —
Q2 2021
Shares 136,112 Value ($000) $7,499 Avg Close — Range —
Q1 2021
Shares 258,675 Value ($000) $14,192 Avg Close — Range —
Q4 2020
Shares 268,190 Value ($000) $15,075 Avg Close — Range —