ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

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

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

Q4 2025
Shares 22,870 Value ($000) $2,284 Avg Close — Range —
Q3 2025
Shares 22,192 Value ($000) $2,225 Avg Close — Range —
Q2 2025
Shares 21,107 Value ($000) $2,094 Avg Close — Range —
Q1 2025
Shares 28,075 Value ($000) $2,777 Avg Close — Range —
Q4 2024
Shares 26,317 Value ($000) $2,550 Avg Close — Range —