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Marcum Wealth, LLC
> AGG
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | iSHARES TRUST | AGG | 107,870 | 7,387 | 10,144,097,000 | 301,817,000 | $94,040.02 |
| 06/30/2023 | iSHARES TRUST | AGG | 100,483 | 23,330 | 9,842,280,000 | 9,834,847,000 | $97,949.70 |
| 09/30/2022 | iSHARES TRUST | AGG | 77,153 | 13,037 | 7,433,000 | 914,000 | $96.34 |
| 06/30/2022 | iSHARES TRUST | AGG | 64,116 | 8,918 | 6,519,000 | 607,000 | $101.68 |
| 03/31/2022 | iSHARES TRUST | AGG | 55,198 | 3,772 | 5,912,000 | 45,000 | $107.11 |
| 12/31/2021 | iSHARES TRUST | AGG | 51,426 | 2,440 | 5,867,000 | 242,000 | $114.09 |
| 09/30/2021 | iSHARES TRUST | AGG | 48,986 | 12,816 | 5,625,000 | 1,454,000 | $114.83 |
| 06/30/2021 | iSHARES TRUST | AGG | 36,170 | 2,764 | 4,171,000 | 368,000 | $115.32 |
| 03/31/2021 | iSHARES TRUST | AGG | 33,406 | 31,648 | 3,803,000 | 3,595,000 | $113.84 |
| 12/31/2020 | iSHARES TRUST | AGG | 1,758 | -1,739 | 208,000 | -205,000 | $118.32 |
| 09/30/2020 | iSHARES TRUST | AGG | 3,497 | -4,844 | 413,000 | -573,000 | $118.10 |
| 06/30/2020 | iSHARES TRUST | AGG | 8,341 | 175 | 986,000 | 44,000 | $118.21 |
| 03/31/2020 | iSHARES TRUST | AGG | 8,166 | 902 | 942,000 | 126,000 | $115.36 |
| 12/31/2019 | iSHARES TRUST | AGG | 7,264 | 7,264 | 816,000 | 816,000 | $112.33 |
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