ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

Capstone Wealth Management Group LLC's Holding History (CIK: 0002059649)

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

Q4 2025
Shares 4,996 Value ($000) $1,504 Avg Close — Range —
Q3 2025
Shares 5,000 Value ($000) $1,356 Avg Close — Range —
Q2 2025
Shares 5,160 Value ($000) $1,232 Avg Close — Range —
Q1 2025
Shares 5,937 Value ($000) $1,117 Avg Close — Range —
Q4 2024
Shares 7,732 Value ($000) $1,666 Avg Close — Range —