ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

HERITAGE OAK WEALTH ADVISORS LLC's Holding History (CIK: 0002035533)

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

Q4 2025
Shares 34,560 Value ($000) $5,139 Avg Close — Range —
Q3 2025
Shares 29,054 Value ($000) $4,232 Avg Close — Range —
Q2 2025
Shares 28,342 Value ($000) $3,827 Avg Close — Range —