ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

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

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

Q4 2025
Shares 9,175 Value ($000) $760 Avg Close — Range —
Q3 2025
Shares 11,384 Value ($000) $944 Avg Close — Range —
Q2 2025
Shares 13,444 Value ($000) $1,114 Avg Close — Range —
Q1 2025
Shares 13,885 Value ($000) $1,149 Avg Close — Range —
Q4 2024
Shares 4,779 Value ($000) $392 Avg Close — Range —