ISHARES TR

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

Forum Private Client Group LLC's Holding History (CIK: 0001910636)

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

Q4 2025
Shares 165,519 Value ($000) $8,278 Avg Close — Range —
Q3 2025
Shares 156,047 Value ($000) $7,994 Avg Close — Range —
Q2 2025
Shares 156,759 Value ($000) $8,009 Avg Close — Range —
Q1 2025
Shares 155,097 Value ($000) $7,753 Avg Close — Range —
Q4 2024
Shares 178,373 Value ($000) $8,904 Avg Close — Range —
Q3 2024
Shares 223,963 Value ($000) $11,606 Avg Close — Range —
Q2 2024
Shares 256,156 Value ($000) $12,787 Avg Close — Range —
Q1 2024
Shares 250,575 Value ($000) $12,516 Avg Close — Range —
Q4 2023
Shares 242,728 Value ($000) $12,088 Avg Close — Range —
Q2 2023
Shares 241,015 Value ($000) $11,880 Avg Close — Range —
Q1 2023
Shares 235,188 Value ($000) $11,512 Avg Close — Range —
Q4 2022
Shares 230,517 Value ($000) $10,961 Avg Close — Range —
Q3 2022
Shares 230,371 Value ($000) $11,133 Avg Close — Range —
Q2 2022
Shares 220,857 Value ($000) $11,001 Avg Close — Range —
Q1 2022
Shares 201,329 Value ($000) $10,495 Avg Close — Range —