DIREXION SHS ETF TR

Ticker: SOXL CUSIP: 25459W458 Class: DLY SCOND 3XBU

Westwood Wealth Management's Holding History (CIK: 0001861125)

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

Q3 2025
Shares 224,865 Value ($000) $7,834 Avg Close — Range —
Q2 2025
Shares 304,070 Value ($000) $7,635 Avg Close — Range —
Q1 2025
Shares 231,245 Value ($000) $3,688 Avg Close — Range —
Q4 2024
Shares 228,445 Value ($000) $6,239 Avg Close — Range —
Q3 2024
Shares 256,720 Value ($000) $9,416 Avg Close — Range —
Q2 2024
Shares 226,970 Value ($000) $12,565 Avg Close — Range —
Q1 2024
Shares 218,315 Value ($000) $10,158 Avg Close — Range —
Q3 2023
Shares 188,290 Value ($000) $3,553 Avg Close — Range —
Q2 2023
Shares 178,790 Value ($000) $4,439 Avg Close — Range —
Q1 2023
Shares 169,965 Value ($000) $3,110 Avg Close — Range —
Q4 2022
Shares 93,690 Value ($000) $906 Avg Close — Range —
Q3 2022
Shares 41,891 Value ($000) $371 Avg Close — Range —
Q2 2022
Shares 22,141 Value ($000) $290 Avg Close — Range —