ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

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

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

Q4 2025
Shares 2,122 Value ($000) $296 Avg Close — Range —
Q3 2025
Shares 2,117 Value ($000) $287 Avg Close — Range —
Q2 2025
Shares 2,172 Value ($000) $275 Avg Close — Range —
Q1 2025
Shares 2,153 Value ($000) $247 Avg Close — Range —
Q4 2024
Shares 2,151 Value ($000) $262 Avg Close — Range —