Level Financial Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$285K	Hold	5,700	–	–	0.07%	76
2025 Q4	$285K	Buy	5,700 +34	+0.6%	+$1.75K	0.08%	77
2025 Q3	$290K	Hold	5,666	–	–	0.08%	82
2025 Q2	$289K	Buy	5,666 +175	+3%	+$8.87K	0.09%	77
2025 Q1	$274K	Buy	5,491 +26	+0.5%	+$1.3K	0.09%	76
2024 Q4	$273K	Hold	5,465	–	–	0.1%	71
2024 Q3	$283K	Hold	5,465	–	–	0.11%	67
2024 Q2	$273K	Buy	+5,465	New	+$272K	0.12%	62
2024 Q1	–	Sell	-1,252	Closed	-$62.4K	–	154
2023 Q4	$62.4K	Buy	1,252 +131	+12%	+$6.47K	0.03%	106
2023 Q3	$54.7K	Hold	1,121	–	–	0.03%	105
2023 Q2	$55.3K	Sell	1,121 -245	-18%	-$12K	0.03%	108
2023 Q1	$66.9K	Sell	1,366 -136	-9%	-$6.59K	0.04%	87
2022 Q4	$71K	Buy	1,502 +816	+119%	+$39.8K	0.05%	80
2022 Q3	$33K	Sell	686 -2,378	-78%	-$119K	0.02%	115
2022 Q2	$153K	Sell	3,064 -158	-5%	-$8K	0.11%	56
2022 Q1	$168K	Buy	3,222 +3,215	+45,929%	+$171K	0.13%	48
2021 Q4	$0	Buy	+7	New	+$386	﹤0.01%	269