ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 6,181 Value ($000) $1,038 Avg Close — Range —
Q3 2025
Shares 6,465 Value ($000) $1,064 Avg Close — Range —
Q2 2025
Shares 7,039 Value ($000) $1,059 Avg Close — Range —
Q1 2025
Shares 7,271 Value ($000) $924 Avg Close — Range —
Q4 2024
Shares 7,484 Value ($000) $1,043 Avg Close — Range —