ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

SkyOak Wealth, LLC's Holding History (CIK: 0001800379)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,079 Value ($000) $309 Avg Close — Range —
Q3 2025
Shares 2,079 Value ($000) $303 Avg Close — Range —
Q2 2025
Shares 2,079 Value ($000) $281 Avg Close — Range —
Q1 2025
Shares 3,097 Value ($000) $378 Avg Close — Range —
Q4 2024
Shares 3,088 Value ($000) $397 Avg Close — Range —
Q3 2024
Shares 2,088 Value ($000) $262 Avg Close — Range —
Q2 2024
Shares 2,088 Value ($000) $248 Avg Close — Range —
Q1 2024
Shares 2,116 Value ($000) $244 Avg Close — Range —
Q4 2023
Shares 2,116 Value ($000) $223 Avg Close — Range —