ISHARES TR

Ticker: SUB CUSIP: 464288158 Class: SHRT NAT MUN ETF

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

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

Q4 2025
Shares 13,754 Value ($000) $1,468 Avg Close — Range —
Q3 2025
Shares 10,968 Value ($000) $1,171 Avg Close — Range —
Q2 2025
Shares 4,631 Value ($000) $492 Avg Close — Range —
Q1 2025
Shares 4,235 Value ($000) $447 Avg Close — Range —
Q4 2024
Shares 3,851 Value ($000) $406 Avg Close — Range —
Q3 2024
Shares 3,605 Value ($000) $383 Avg Close — Range —
Q2 2024
Shares 3,139 Value ($000) $328 Avg Close — Range —
Q2 2023
Shares 3,869 Value ($000) $403 Avg Close — Range —
Q1 2023
Shares 14,873 Value ($000) $1,557 Avg Close — Range —
Q4 2022
Shares 11,874 Value ($000) $1,238 Avg Close — Range —
Q3 2022
Shares 8,236 Value ($000) $846 Avg Close — Range —
Q2 2022
Shares 4,628 Value ($000) $484 Avg Close — Range —