ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 1,173 Value ($000) $249 Avg Close — Range —
Q3 2025
Shares 1,214 Value ($000) $251 Avg Close — Range —
Q2 2025
Shares 1,648 Value ($000) $322 Avg Close — Range —
Q1 2025
Shares 1,704 Value ($000) $325 Avg Close — Range —
Q4 2024
Shares 1,896 Value ($000) $362 Avg Close — Range —
Q3 2024
Shares 1,027 Value ($000) $202 Avg Close — Range —