ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Axis Wealth Partners, LLC's Holding History (CIK: 0002052531)

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

Q4 2025
Shares 2,233 Value ($000) $332 Avg Close — Range —
Q3 2025
Shares 2,210 Value ($000) $322 Avg Close — Range —
Q2 2025
Shares 2,194 Value ($000) $296 Avg Close — Range —
Q1 2025
Shares 3,595 Value ($000) $439 Avg Close — Range —
Q4 2024
Shares 3,560 Value ($000) $458 Avg Close — Range —