ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

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

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

Q4 2025
Shares 23,577 Value ($000) $2,367 Avg Close — Range —
Q3 2025
Shares 23,719 Value ($000) $2,389 Avg Close — Range —
Q2 2025
Shares 24,279 Value ($000) $2,445 Avg Close — Range —
Q1 2025
Shares 41,204 Value ($000) $4,148 Avg Close — Range —
Q4 2024
Shares 148,158 Value ($000) $14,863 Avg Close — Range —
Q3 2024
Shares 7,220 Value ($000) $727 Avg Close — Range —
Q2 2024
Shares 14,777 Value ($000) $1,488 Avg Close — Range —