ISHARES TR

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

GRAND WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001939443)

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

Q4 2025
Shares 16,905 Value ($000) $845 Avg Close — Range —
Q3 2025
Shares 16,895 Value ($000) $866 Avg Close — Range —
Q2 2025
Shares 16,895 Value ($000) $863 Avg Close — Range —
Q1 2025
Shares 20,545 Value ($000) $1,027 Avg Close — Range —
Q4 2024
Shares 73,560 Value ($000) $3,672 Avg Close — Range —
Q3 2024
Shares 87,961 Value ($000) $4,558 Avg Close — Range —
Q2 2024
Shares 87,653 Value ($000) $4,376 Avg Close — Range —
Q1 2024
Shares 98,845 Value ($000) $4,937 Avg Close — Range —
Q4 2023
Shares 107,535 Value ($000) $5,355 Avg Close — Range —
Q3 2023
Shares 72,314 Value ($000) $3,527 Avg Close — Range —
Q2 2023
Shares 59,108 Value ($000) $2,913 Avg Close — Range —
Q1 2023
Shares 63,827 Value ($000) $3,124 Avg Close — Range —
Q4 2022
Shares 43,847 Value ($000) $2,085 Avg Close — Range —
Q3 2022
Shares 37,003 Value ($000) $1,788 Avg Close — Range —
Q2 2022
Shares 11,360 Value ($000) $566 Avg Close — Range —
Q1 2022
Shares 9,706 Value ($000) $506 Avg Close — Range —
Q4 2021
Shares 8 Value ($000) $0 Avg Close — Range —