ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

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

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

Q4 2025
Shares 2,119 Value ($000) $212 Avg Close — Range —
Q1 2025
Shares 14,570 Value ($000) $1,441 Avg Close — Range —
Q4 2024
Shares 2,582 Value ($000) $250 Avg Close — Range —
Q3 2024
Shares 26,409 Value ($000) $2,674 Avg Close — Range —