ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 8,771 Value ($000) $1,054 Avg Close — Range —
Q3 2025
Shares 8,439 Value ($000) $1,003 Avg Close — Range —
Q2 2025
Shares 10,481 Value ($000) $1,145 Avg Close — Range —
Q1 2025
Shares 9,584 Value ($000) $1,002 Avg Close — Range —