ISHARES TR

Ticker: IYR CUSIP: 464287739 Class: U.S. REAL ES ETF

AXXCESS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001911056)

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

Q4 2025
Shares 30,509 Value ($000) $2,864 Avg Close — Range —
Q3 2025
Shares 23,193 Value ($000) $2,252 Avg Close — Range —
Q2 2025
Shares 23,193 Value ($000) $2,198 Avg Close — Range —
Q1 2025
Shares 23,190 Value ($000) $2,220 Avg Close — Range —
Q4 2024
Shares 23,959 Value ($000) $2,230 Avg Close — Range —