ISHARES TR

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

Intergy Private Wealth, LLC's Holding History (CIK: 0001911342)

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

Q4 2025
Shares 14,001 Value ($000) $700 Avg Close — Range —
Q3 2025
Shares 13,818 Value ($000) $708 Avg Close — Range —
Q2 2025
Shares 13,400 Value ($000) $685 Avg Close — Range —
Q1 2025
Shares 14,620 Value ($000) $731 Avg Close — Range —
Q4 2024
Shares 15,725 Value ($000) $785 Avg Close — Range —
Q3 2024
Shares 13,938 Value ($000) $722 Avg Close — Range —
Q2 2024
Shares 13,285 Value ($000) $663 Avg Close — Range —
Q1 2024
Shares 11,312 Value ($000) $565 Avg Close — Range —
Q4 2023
Shares 10,659 Value ($000) $531 Avg Close — Range —
Q3 2023
Shares 10,310 Value ($000) $503 Avg Close — Range —
Q2 2023
Shares 10,060 Value ($000) $496 Avg Close — Range —
Q1 2023
Shares 9,714 Value ($000) $475 Avg Close — Range —
Q4 2022
Shares 9,066 Value ($000) $431 Avg Close — Range —
Q3 2022
Shares 7,809 Value ($000) $377 Avg Close — Range —
Q2 2022
Shares 6,423 Value ($000) $320 Avg Close — Range —
Q1 2022
Shares 6,226 Value ($000) $325 Avg Close — Range —