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Surevest, LLC
> AGG
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2022 | iSHARES TRUST | AGG | 150,531 | -2,826 | 14,502,000 | -1,091,000 | $96.34 |
| 06/30/2022 | iSHARES TRUST | AGG | 153,357 | 5,738 | 15,593,000 | -217,000 | $101.68 |
| 03/31/2022 | iSHARES TRUST | AGG | 147,619 | 144,152 | 15,810,000 | 15,414,000 | $107.10 |
| 12/31/2021 | iSHARES TRUST | AGG | 3,467 | 3,467 | 396,000 | 396,000 | $114.22 |
| 03/31/2020 | iSHARES TRUST | AGG | 0 | -2,407 | 0 | -272,000 | |
| 09/30/2019 | iSHARES TRUST | AGG | 2,407 | 2,407 | 272,000 | 272,000 | $113.00 |
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