ISHARES TR

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

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025
Shares 82,383 Value ($000) $4,120 Avg Close — Range —
Q3 2025
Shares 145,016 Value ($000) $7,429 Avg Close — Range —