ISHARES TR

Ticker: USHY CUSIP: 46435U853 Class: BROAD USD HIGH

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

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

Q4 2025
Shares 87,497 Value ($000) $3,272 Avg Close — Range —
Q3 2025
Shares 95,262 Value ($000) $3,599 Avg Close — Range —
Q2 2025
Shares 92,624 Value ($000) $3,474 Avg Close — Range —
Q1 2025
Shares 20,126 Value ($000) $741 Avg Close — Range —
Q4 2024
Shares 78,201 Value ($000) $2,877 Avg Close — Range —
Q3 2024
Shares 52,946 Value ($000) $1,993 Avg Close — Range —