ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Bull Oak Capital, LLC's Holding History (CIK: 0001824263)

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

Q4 2025
Shares 109,086 Value ($000) $74,717 Avg Close — Range —
Q3 2025
Shares 108,076 Value ($000) $72,335 Avg Close — Range —
Q2 2025
Shares 104,627 Value ($000) $64,963 Avg Close — Range —
Q1 2025
Shares 96,410 Value ($000) $54,173 Avg Close — Range —
Q4 2024
Shares 93,157 Value ($000) $54,840 Avg Close — Range —
Q3 2024
Shares 79,215 Value ($000) $45,693 Avg Close — Range —
Q2 2024
Shares 75,041 Value ($000) $41,065 Avg Close — Range —
Q1 2024
Shares 59,089 Value ($000) $31,065 Avg Close — Range —
Q4 2023
Shares 48,493 Value ($000) $23,162 Avg Close — Range —
Q3 2023
Shares 42,573 Value ($000) $18,282 Avg Close — Range —
Q4 2022
Shares 75,225 Value ($000) $28,902 Avg Close — Range —
Q3 2022
Shares 51,259 Value ($000) $18,384 Avg Close — Range —
Q2 2022
Shares 41,652 Value ($000) $15,792 Avg Close — Range —
Q1 2022
Shares 39,153 Value ($000) $17,763 Avg Close — Range —
Q4 2021
Shares 32,059 Value ($000) $15,292 Avg Close — Range —