ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

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

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

Q4 2025
Shares 3,463 Value ($000) $330 Avg Close — Range —
Q3 2025
Shares 2,569 Value ($000) $244 Avg Close — Range —
Q2 2025
Shares 3,153 Value ($000) $296 Avg Close — Range —
Q1 2025
Shares 3,631 Value ($000) $341 Avg Close — Range —
Q4 2024
Shares 3,980 Value ($000) $365 Avg Close — Range —
Q2 2024
Shares 4,014 Value ($000) $369 Avg Close — Range —