Tanglewood Legacy Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.1K	Buy	202 +1	+0.5%	+$100	0.01%	204
2025 Q4	$20.1K	Buy	201 +67	+50%	+$6.72K	0.01%	205
2025 Q3	$13.4K	Buy	134 +1	+0.8%	+$99	0.01%	228
2025 Q2	$13.2K	Sell	133 -11	-8%	-$1.08K	0.01%	236
2025 Q1	$14.2K	Sell	144 -33	-19%	-$3.23K	0.01%	238
2024 Q4	$17.1K	Buy	177 +2	+1%	+$197	0.01%	232
2024 Q3	$17.7K	Buy	175 +1	+0.6%	+$100	0.01%	218
2024 Q2	$16.9K	Sell	174 -44	-20%	-$4.25K	0.01%	219
2024 Q1	$21.4K	Sell	218 -695	-76%	-$68K	0.01%	218
2023 Q4	$90.6K	Sell	913 -98	-10%	-$9.33K	0.05%	122
2023 Q3	$95.1K	Buy	1,011 +1	+0.1%	+$96	0.06%	116
2023 Q2	$98.9K	Buy	1,010 +1	+0.1%	+$99	0.06%	118
2023 Q1	$101K	Buy	1,009 +1	+0.1%	+$99	0.06%	110
2022 Q4	$97.8K	Buy	+1,008	New	+$97.5K	0.07%	93