ISHARES U S ETF TR

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

Apex Wealth Management, LLC's Holding History (CIK: 0002056695)

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

Q4 2025
Shares 23,530 Value ($000) $1,202 Avg Close — Range —
Q3 2025
Shares 24,816 Value ($000) $1,273 Avg Close — Range —
Q2 2025
Shares 26,736 Value ($000) $1,366 Avg Close — Range —
Q1 2025
Shares 130,793 Value ($000) $6,653 Avg Close — Range —
Q4 2024
Shares 93,541 Value ($000) $4,724 Avg Close — Range —