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Ticker: NEAR CUSIP: 46431W507 Class: BLACKROCK ST MAT

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

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

Q4 2025
Shares 238,596 Value ($000) $12,192 Avg Close — Range —
Q3 2025
Shares 193,863 Value ($000) $9,941 Avg Close — Range —
Q2 2025
Shares 178,965 Value ($000) $9,145 Avg Close — Range —
Q1 2025
Shares 141,383 Value ($000) $7,192 Avg Close — Range —
Q4 2024
Shares 121,110 Value ($000) $6,116 Avg Close — Range —
Q3 2024
Shares 87,170 Value ($000) $4,467 Avg Close — Range —
Q4 2023
Shares 9,432 Value ($000) $477 Avg Close — Range —
Q3 2023
Shares 9,270 Value ($000) $462 Avg Close — Range —
Q1 2023
Shares 43,147 Value ($000) $2,140 Avg Close — Range —
Q4 2022
Shares 87,153 Value ($000) $4,294 Avg Close — Range —
Q3 2022
Shares 138,989 Value ($000) $6,847 Avg Close — Range —
Q2 2022
Shares 161,946 Value ($000) $7,978 Avg Close — Range —
Q1 2022
Shares 180,725 Value ($000) $8,959 Avg Close — Range —
Q4 2021
Shares 183,518 Value ($000) $9,167 Avg Close — Range —