ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 745 Value ($000) $510 Avg Close — Range —
Q3 2025
Shares 754 Value ($000) $505 Avg Close — Range —
Q2 2025
Shares 753 Value ($000) $468 Avg Close — Range —
Q1 2025
Shares 821 Value ($000) $461 Avg Close — Range —
Q4 2024
Shares 925 Value ($000) $545 Avg Close — Range —