ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Live Oak Private Wealth LLC's Holding History (CIK: 0001799877)

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

Q4 2025
Shares 7,360 Value ($000) $486 Avg Close — Range —
Q3 2025
Shares 7,355 Value ($000) $480 Avg Close — Range —
Q2 2025
Shares 7,350 Value ($000) $456 Avg Close — Range —
Q1 2025
Shares 7,355 Value ($000) $429 Avg Close — Range —
Q4 2024
Shares 7,346 Value ($000) $458 Avg Close — Range —
Q3 2024
Shares 7,426 Value ($000) $463 Avg Close — Range —
Q2 2024
Shares 6,895 Value ($000) $403 Avg Close — Range —
Q1 2024
Shares 6,537 Value ($000) $397 Avg Close — Range —
Q4 2023
Shares 1,205 Value ($000) $334 Avg Close — Range —
Q3 2023
Shares 1,196 Value ($000) $298 Avg Close — Range —
Q2 2023
Shares 1,132 Value ($000) $296 Avg Close — Range —
Q1 2023
Shares 1,098 Value ($000) $275 Avg Close — Range —
Q4 2022
Shares 1,268 Value ($000) $307 Avg Close — Range —
Q3 2022
Shares 1,248 Value ($000) $274 Avg Close — Range —
Q2 2022
Shares 1,299 Value ($000) $294 Avg Close — Range —
Q1 2022
Shares 1,445 Value ($000) $388 Avg Close — Range —
Q4 2021
Shares 1,432 Value ($000) $405 Avg Close — Range —
Q3 2021
Shares 1,421 Value ($000) $374 Avg Close — Range —
Q2 2021
Shares 1,395 Value ($000) $375 Avg Close — Range —