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Wealth Dimensions Group, Ltd.
> AGG
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | AGG | 14,965 | 16 | 1,465,813,000 | -23,728,000 | $97,949.42 |
| 03/31/2023 | iSHARES TRUST | AGG | 14,949 | -9,243 | 1,489,541,000 | 1,487,081,000 | $99,641.51 |
| 06/30/2022 | iSHARES TRUST | AGG | 24,192 | -159,359 | 2,460,000 | -17,198,000 | $101.69 |
| 03/31/2022 | iSHARES TRUST | AGG | 183,551 | 178,613 | 19,658,000 | 19,091,000 | $107.10 |
| 09/30/2021 | iSHARES TRUST | AGG | 4,938 | 355 | 567,000 | 38,000 | $114.82 |
| 06/30/2021 | iSHARES TRUST | AGG | 4,583 | -59 | 529,000 | 1,000 | $115.43 |
| 03/31/2021 | iSHARES TRUST | AGG | 4,642 | 834 | 528,000 | 78,000 | $113.74 |
| 12/31/2020 | iSHARES TRUST | AGG | 3,808 | 3,808 | 450,000 | 450,000 | $118.17 |
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