ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

Marshall & Sterling Wealth Advisors Inc.'s Holding History (CIK: 0002056315)

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

Q4 2025
Shares 1,025 Value ($000) $309 Avg Close — Range —
Q3 2025
Shares 617 Value ($000) $167 Avg Close — Range —