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Lutz Financial Services LLC
> AGG
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | AGG | 184,334 | -8,773 | 18,055,552,000 | -673,878,000 | $97,950.20 |
| 12/31/2022 | iSHARES TRUST | AGG | 193,107 | -102,449 | 18,729,430,000 | 18,699,378,000 | $96,989.91 |
| 06/30/2022 | iSHARES TRUST | AGG | 295,556 | 235,751 | 30,052,000 | 23,647,000 | $101.68 |
| 03/31/2022 | iSHARES TRUST | AGG | 59,805 | 8,954 | 6,405,000 | 604,000 | $107.10 |
| 12/31/2021 | iSHARES TRUST | AGG | 50,851 | 2,401 | 5,801,000 | 238,000 | $114.08 |
| 09/30/2021 | iSHARES TRUST | AGG | 48,450 | 712 | 5,563,000 | 57,000 | $114.82 |
| 06/30/2021 | iSHARES TRUST | AGG | 47,738 | 34,112 | 5,506,000 | 3,896,000 | $115.34 |
| 12/31/2020 | iSHARES TRUST | AGG | 13,626 | -61 | 1,610,000 | -6,000 | $118.16 |
| 09/30/2020 | iSHARES TRUST | AGG | 13,687 | -990 | 1,616,000 | -119,000 | $118.07 |
| 06/30/2020 | iSHARES TRUST | AGG | 14,677 | -1,916 | 1,735,000 | -179,000 | $118.21 |
| 03/31/2020 | iSHARES TRUST | AGG | 16,593 | -1,631 | 1,914,000 | -134,000 | $115.35 |
| 12/31/2019 | iSHARES TRUST | AGG | 18,224 | -71 | 2,048,000 | -22,000 | $112.38 |
| 09/30/2019 | iSHARES TRUST | AGG | 18,295 | 1,972 | 2,070,000 | 252,000 | $113.15 |
| 06/30/2019 | iSHARES TRUST | AGG | 16,323 | 464 | 1,818,000 | 88,000 | $111.38 |
| 03/31/2019 | iSHARES TRUST | AGG | 15,859 | 5,530 | 1,730,000 | 630,000 | $109.09 |
| 12/31/2018 | iSHARES TRUST | AGG | 10,329 | -16,801 | 1,100,000 | -1,763,000 | $106.50 |
| 09/30/2018 | iSHARES TRUST | AGG | 27,130 | 7,789 | 2,863,000 | 807,000 | $105.53 |
| 06/30/2018 | iSHARES TRUST | AGG | 19,341 | 13,039 | 2,056,000 | 1,380,000 | $106.30 |
| 03/31/2018 | iSHARES TRUST | AGG | 6,302 | -12,272 | 676,000 | -1,355,000 | $107.27 |
| 12/31/2017 | iSHARES TRUST | AGG | 18,574 | 18,574 | 2,031,000 | 2,031,000 | $109.35 |
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