ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

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

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

Q4 2025
Shares 12,044 Value ($000) $1,158 Avg Close — Range —
Q3 2025
Shares 4,467 Value ($000) $431 Avg Close — Range —
Q2 2025
Shares 5,306 Value ($000) $508 Avg Close — Range —
Q1 2025
Shares 144,370 Value ($000) $13,769 Avg Close — Range —
Q2 2024
Shares 8,187 Value ($000) $767 Avg Close — Range —