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Steel Peak Wealth Management LLC
> AGG
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 12/31/2022 | iSHARES TRUST | AGG | 99,139 | 85,312 | 9,615,492,000 | 9,614,086,000 | $96,990.00 |
| 06/30/2022 | iSHARES TRUST | AGG | 13,827 | -2,353 | 1,406,000 | -326,000 | $101.69 |
| 03/31/2022 | iSHARES TRUST | AGG | 16,180 | -10,596 | 1,732,000 | -1,323,000 | $107.05 |
| 12/31/2021 | iSHARES TRUST | AGG | 26,776 | -1,981 | 3,055,000 | -247,000 | $114.09 |
| 09/30/2021 | iSHARES TRUST | AGG | 28,757 | -7,066 | 3,302,000 | -829,000 | $114.82 |
| 06/30/2021 | iSHARES TRUST | AGG | 35,823 | 1,404 | 4,131,000 | 213,000 | $115.32 |
| 03/31/2021 | iSHARES TRUST | AGG | 34,419 | -5,147 | 3,918,000 | -758,000 | $113.83 |
| 12/31/2020 | iSHARES TRUST | AGG | 39,566 | 2,805 | 4,676,000 | 336,000 | $118.18 |
| 09/30/2020 | iSHARES TRUST | AGG | 36,761 | 6,239 | 4,340,000 | 732,000 | $118.06 |
| 06/30/2020 | iSHARES TRUST | AGG | 30,522 | 28,229 | 3,608,000 | 3,343,000 | $118.21 |
| 03/31/2020 | iSHARES TRUST | AGG | 2,293 | -3,245 | 265,000 | -357,000 | $115.57 |
| 12/31/2019 | iSHARES TRUST | AGG | 5,538 | 5,538 | 622,000 | 622,000 | $112.31 |
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