ISHARES TR

Ticker: IAI CUSIP: 464288794 Class: US BR DEL SE ETF

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

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

Q4 2025
Shares 14,613 Value ($000) $2,621 Avg Close — Range —
Q3 2025
Shares 14,622 Value ($000) $2,586 Avg Close — Range —
Q2 2025
Shares 14,932 Value ($000) $2,526 Avg Close — Range —
Q1 2025
Shares 14,868 Value ($000) $2,083 Avg Close — Range —