ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 6,645 Value ($000) $4,551 Avg Close — Range —
Q3 2025
Shares 6,627 Value ($000) $4,436 Avg Close — Range —
Q2 2025
Shares 6,627 Value ($000) $4,115 Avg Close — Range —
Q1 2025
Shares 6,927 Value ($000) $3,893 Avg Close — Range —
Q4 2024
Shares 6,979 Value ($000) $4,109 Avg Close — Range —
Q3 2024
Shares 6,979 Value ($000) $4,026 Avg Close — Range —
Q2 2024
Shares 6,979 Value ($000) $3,819 Avg Close — Range —
Q1 2024
Shares 6,979 Value ($000) $3,669 Avg Close — Range —
Q4 2023
Shares 6,979 Value ($000) $3,334 Avg Close — Range —
Q3 2023
Shares 6,979 Value ($000) $2,997 Avg Close — Range —
Q2 2023
Shares 6,979 Value ($000) $3,111 Avg Close — Range —
Q1 2023
Shares 6,979 Value ($000) $2,869 Avg Close — Range —
Q4 2022
Shares 6,979 Value ($000) $2,682 Avg Close — Range —
Q3 2022
Shares 8,711 Value ($000) $3,124 Avg Close — Range —
Q2 2022
Shares 6,979 Value ($000) $2,646 Avg Close — Range —
Q1 2022
Shares 8,711 Value ($000) $3,952 Avg Close — Range —
Q4 2021
Shares 8,711 Value ($000) $4,155 Avg Close — Range —
Q3 2021
Shares 8,489 Value ($000) $3,657 Avg Close — Range —
Q2 2021
Shares 8,489 Value ($000) $3,650 Avg Close — Range —
Q1 2021
Shares 10,432 Value ($000) $4,150 Avg Close — Range —
Q4 2020
Shares 10,277 Value ($000) $3,858 Avg Close — Range —