ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Oakwell Private Wealth Management, LLC's Holding History (CIK: 0001844024)

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

Q4 2025
Shares 115,288 Value ($000) $17,142 Avg Close — Range —
Q3 2025
Shares 115,434 Value ($000) $16,813 Avg Close — Range —
Q2 2025
Shares 116,875 Value ($000) $15,783 Avg Close — Range —
Q1 2025
Shares 117,119 Value ($000) $14,290 Avg Close — Range —
Q4 2024
Shares 126,645 Value ($000) $16,289 Avg Close — Range —
Q3 2024
Shares 127,204 Value ($000) $15,979 Avg Close — Range —
Q2 2024
Shares 132,308 Value ($000) $15,716 Avg Close — Range —
Q1 2024
Shares 133,275 Value ($000) $15,367 Avg Close — Range —
Q4 2023
Shares 136,866 Value ($000) $14,402 Avg Close — Range —
Q3 2023
Shares 134,266 Value ($000) $12,646 Avg Close — Range —
Q2 2023
Shares 135,544 Value ($000) $13,262 Avg Close — Range —
Q1 2023
Shares 135,510 Value ($000) $12,270 Avg Close — Range —
Q4 2022
Shares 133,287 Value ($000) $11,303 Avg Close — Range —
Q3 2022
Shares 101,411 Value ($000) $8,066 Avg Close — Range —
Q2 2022
Shares 39,698 Value ($000) $3,326 Avg Close — Range —
Q1 2022
Shares 29,536 Value ($000) $2,981 Avg Close — Range —
Q4 2021
Shares 29,579 Value ($000) $3,164 Avg Close — Range —
Q3 2021
Shares 28,559 Value ($000) $2,810 Avg Close — Range —
Q2 2021
Shares 31,164 Value ($000) $3,078 Avg Close — Range —
Q1 2021
Shares 31,793 Value ($000) $2,912 Avg Close — Range —
Q4 2020
Shares 35,029 Value ($000) $3,020 Avg Close — Range —