ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2025
Shares 19,414 Value ($000) $2,555 Avg Close — Range —
Q3 2025
Shares 15,411 Value ($000) $1,999 Avg Close — Range —
Q2 2025
Shares 11,598 Value ($000) $1,433 Avg Close — Range —
Q1 2025
Shares 7,504 Value ($000) $898 Avg Close — Range —
Q4 2024
Shares 5,881 Value ($000) $735 Avg Close — Range —