ISHARES TR

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

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

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

Q4 2025
Shares 11,462 Value ($000) $2,431 Avg Close — Range —
Q3 2025
Shares 15,514 Value ($000) $3,204 Avg Close — Range —
Q2 2025
Shares 19,142 Value ($000) $3,741 Avg Close — Range —
Q1 2025
Shares 19,420 Value ($000) $3,701 Avg Close — Range —
Q4 2024
Shares 6,383 Value ($000) $1,218 Avg Close — Range —