ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

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

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

Q4 2025
Shares 4,061 Value ($000) $447 Avg Close — Range —
Q3 2025
Shares 4,135 Value ($000) $457 Avg Close — Range —
Q2 2025
Shares 4,236 Value ($000) $468 Avg Close — Range —
Q1 2025
Shares 4,239 Value ($000) $468 Avg Close — Range —
Q4 2024
Shares 6,107 Value ($000) $672 Avg Close — Range —
Q2 2024
Shares 13,263 Value ($000) $1,466 Avg Close — Range —