ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

SkyOak Wealth, LLC's Holding History (CIK: 0001800379)

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

Q4 2025
Shares 1,969 Value ($000) $278 Avg Close — Range —
Q3 2025
Shares 2,007 Value ($000) $280 Avg Close — Range —
Q2 2025
Shares 2,058 Value ($000) $272 Avg Close — Range —
Q1 2025
Shares 2,058 Value ($000) $259 Avg Close — Range —
Q4 2024
Shares 2,063 Value ($000) $267 Avg Close — Range —
Q3 2024
Shares 2,068 Value ($000) $273 Avg Close — Range —
Q2 2024
Shares 2,068 Value ($000) $250 Avg Close — Range —
Q1 2024
Shares 2,480 Value ($000) $311 Avg Close — Range —
Q4 2023
Shares 2,373 Value ($000) $276 Avg Close — Range —
Q3 2023
Shares 2,373 Value ($000) $248 Avg Close — Range —
Q2 2023
Shares 2,312 Value ($000) $254 Avg Close — Range —
Q1 2023
Shares 1,937 Value ($000) $206 Avg Close — Range —
Q4 2022
Shares 2,331 Value ($000) $246 Avg Close — Range —
Q3 2022
Shares 2,195 Value ($000) $211 Avg Close — Range —
Q2 2022
Shares 2,028 Value ($000) $206 Avg Close — Range —
Q1 2022
Shares 2,028 Value ($000) $243 Avg Close — Range —
Q4 2020
Shares 2,119 Value ($000) $205 Avg Close — Range —
Q2 2020
Shares 32,423 Value ($000) $2,481 Avg Close — Range —
Q1 2020
Shares 32,821 Value ($000) $2,103 Avg Close — Range —
Q4 2019
Shares 25,255 Value ($000) $2,393 Avg Close — Range —