ISHARES TR

Ticker: VLUE CUSIP: 46432F388 Class: ETF-EQUITY

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

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

Q3 2025
Shares 19,458 Value ($000) $2,433 Avg Close — Range —
Q2 2025
Shares 19,355 Value ($000) $2,191 Avg Close — Range —
Q1 2025
Shares 18,723 Value ($000) $1,997 Avg Close — Range —
Q4 2024
Shares 18,606 Value ($000) $1,965 Avg Close — Range —