ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 1,180 Value ($000) $291 Avg Close — Range —
Q3 2025
Shares 1,205 Value ($000) $292 Avg Close — Range —
Q2 2025
Shares 1,142 Value ($000) $246 Avg Close — Range —
Q1 2025
Shares 1,253 Value ($000) $250 Avg Close — Range —
Q4 2024
Shares 1,257 Value ($000) $278 Avg Close — Range —