ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

Bull Oak Capital, LLC's Holding History (CIK: 0001824263)

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

Q4 2025
Shares 221,264 Value ($000) $24,372 Avg Close — Range —
Q3 2025
Shares 213,689 Value ($000) $23,610 Avg Close — Range —
Q2 2025
Shares 216,101 Value ($000) $23,862 Avg Close — Range —
Q1 2025
Shares 184,683 Value ($000) $20,400 Avg Close — Range —
Q4 2024
Shares 130,720 Value ($000) $14,394 Avg Close — Range —
Q3 2024
Shares 31,772 Value ($000) $3,515 Avg Close — Range —
Q2 2024
Shares 74,844 Value ($000) $8,270 Avg Close — Range —
Q1 2024
Shares 157,732 Value ($000) $17,436 Avg Close — Range —
Q4 2023
Shares 153,728 Value ($000) $16,930 Avg Close — Range —
Q3 2023
Shares 63,482 Value ($000) $7,013 Avg Close — Range —
Q4 2022
Shares 56,249 Value ($000) $6,183 Avg Close — Range —
Q3 2022
Shares 37,852 Value ($000) $4,164 Avg Close — Range —