ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Oak Wealth Advisors LLC's Holding History (CIK: 0002056728)

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

Q4 2025
Shares 5,173 Value ($000) $638 Avg Close — Range —
Q3 2025
Shares 5,173 Value ($000) $624 Avg Close — Range —
Q2 2025
Shares 5,176 Value ($000) $570 Avg Close — Range —
Q1 2025
Shares 5,176 Value ($000) $480 Avg Close — Range —
Q4 2024
Shares 5,590 Value ($000) $568 Avg Close — Range —