ISHARES TR

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

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q3 2025
Shares 23,040 Value ($000) $1,180 Avg Close — Range —
Q2 2025
Shares 22,954 Value ($000) $1,173 Avg Close — Range —
Q1 2025
Shares 23,394 Value ($000) $1,169 Avg Close — Range —
Q4 2024
Shares 23,484 Value ($000) $1,172 Avg Close — Range —
Q3 2024
Shares 23,558 Value ($000) $1,221 Avg Close — Range —
Q2 2024
Shares 24,980 Value ($000) $1,261 Avg Close — Range —
Q1 2024
Shares 25,145 Value ($000) $1,256 Avg Close — Range —
Q4 2023
Shares 25,620 Value ($000) $1,276 Avg Close — Range —
Q3 2023
Shares 31,503 Value ($000) $1,537 Avg Close — Range —
Q2 2023
Shares 31,503 Value ($000) $1,553 Avg Close — Range —
Q1 2023
Shares 31,556 Value ($000) $1,545 Avg Close — Range —
Q4 2022
Shares 31,679 Value ($000) $1,506 Avg Close — Range —
Q3 2022
Shares 5,264 Value ($000) $254 Avg Close — Range —
Q2 2022
Shares 16,004 Value ($000) $797 Avg Close — Range —