ISHARES TR

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

Topel & Distasi Wealth Management, LLC's Holding History (CIK: 0001880087)

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

Q1 2025
Shares 42,481 Value ($000) $2,124 Avg Close — Range —
Q4 2024
Shares 49,420 Value ($000) $2,467 Avg Close — Range —
Q3 2024
Shares 49,420 Value ($000) $2,561 Avg Close — Range —
Q2 2024
Shares 49,280 Value ($000) $2,460 Avg Close — Range —
Q1 2024
Shares 49,280 Value ($000) $2,462 Avg Close — Range —
Q4 2023
Shares 36,807 Value ($000) $1,833 Avg Close — Range —
Q3 2023
Shares 36,807 Value ($000) $1,795 Avg Close — Range —
Q2 2023
Shares 36,807 Value ($000) $1,814 Avg Close — Range —
Q1 2023
Shares 36,807 Value ($000) $1,802 Avg Close — Range —
Q4 2022
Shares 36,807 Value ($000) $1,750 Avg Close — Range —
Q3 2022
Shares 36,807 Value ($000) $1,804 Avg Close — Range —
Q2 2022
Shares 36,807 Value ($000) $1,833 Avg Close — Range —
Q1 2022
Shares 59,135 Value ($000) $3,083 Avg Close — Range —