ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 1,331 Value ($000) $333 Avg Close — Range —
Q3 2025
Shares 940 Value ($000) $241 Avg Close — Range —
Q2 2025
Shares 987 Value ($000) $237 Avg Close — Range —
Q1 2025
Shares 1,049 Value ($000) $212 Avg Close — Range —
Q4 2024
Shares 1,049 Value ($000) $217 Avg Close — Range —