ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 2,949 Value ($000) $620 Avg Close — Range —
Q3 2025
Shares 2,938 Value ($000) $598 Avg Close — Range —
Q2 2025
Shares 2,971 Value ($000) $577 Avg Close — Range —
Q1 2025
Shares 3,079 Value ($000) $579 Avg Close — Range —
Q4 2024
Shares 3,065 Value ($000) $567 Avg Close — Range —