ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Axim Planning & Wealth's Holding History (CIK: 0001950607)

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

Q4 2025
Shares 1,921 Value ($000) $237 Avg Close — Range —
Q3 2025
Shares 2,178 Value ($000) $263 Avg Close — Range —
Q2 2025
Shares 5,786 Value ($000) $637 Avg Close — Range —
Q4 2024
Shares 4,505 Value ($000) $457 Avg Close — Range —
Q3 2024
Shares 3,734 Value ($000) $358 Avg Close — Range —
Q2 2024
Shares 3,147 Value ($000) $291 Avg Close — Range —