ISHARES TR

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

Upper Left Wealth Management, LLC's Holding History (CIK: 0001911228)

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

Q4 2025
Shares 10,787 Value ($000) $539 Avg Close Range
Q3 2025
Shares 10,614 Value ($000) $544 Avg Close Range
Q2 2025
Shares 10,084 Value ($000) $515 Avg Close Range
Q1 2025
Shares 10,074 Value ($000) $504 Avg Close Range
Q4 2024
Shares 41,228 Value ($000) $2,058 Avg Close Range
Q3 2024
Shares 40,767 Value ($000) $2,091 Avg Close Range