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Lake Point Wealth Management
> AGG
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2022 | iSHARES TRUST | AGG | 1,548 | -3,440 | 157,000 | -377,000 | $101.42 |
| 03/31/2022 | iSHARES TRUST | AGG | 4,988 | -5,552 | 534,000 | -668,000 | $107.06 |
| 12/31/2021 | iSHARES TRUST | AGG | 10,540 | 325 | 1,202,000 | 29,000 | $114.04 |
| 09/30/2021 | iSHARES TRUST | AGG | 10,215 | -106 | 1,173,000 | -17,000 | $114.83 |
| 06/30/2021 | iSHARES TRUST | AGG | 10,321 | -85,851 | 1,190,000 | -9,905,000 | $115.30 |
| 03/31/2020 | iSHARES TRUST | AGG | 96,172 | 5,857 | 11,095,000 | 946,000 | $115.37 |
| 12/31/2019 | iSHARES TRUST | AGG | 90,315 | 9,592 | 10,149,000 | 1,160,000 | $112.37 |
| 06/30/2019 | iSHARES TRUST | AGG | 80,723 | 59,048 | 8,989,000 | 6,752,000 | $111.36 |
| 03/31/2019 | iSHARES TRUST | AGG | 80,723 | 59,048 | 8,989,000 | 6,752,000 | $111.36 |
| 12/31/2018 | iSHARES TRUST | AGG | 21,094 | 21,094 | 2,246,000 | 2,246,000 | $106.48 |
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