ISHARES TR

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

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2025
Shares 176,544 Value ($000) $8,829 Avg Close — Range —
Q3 2025
Shares 151,461 Value ($000) $7,738 Avg Close — Range —
Q2 2025
Shares 49,636 Value ($000) $2,481 Avg Close — Range —
Q1 2025
Shares 49,772 Value ($000) $2,485 Avg Close — Range —
Q4 2024
Shares 51,565 Value ($000) $2,672 Avg Close — Range —