ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

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

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

Q4 2025
Shares 7,831 Value ($000) $1,167 Avg Close — Range —
Q3 2025
Shares 7,848 Value ($000) $1,143 Avg Close — Range —
Q2 2025
Shares 7,412 Value ($000) $1,003 Avg Close — Range —
Q1 2025
Shares 6,573 Value ($000) $801 Avg Close — Range —
Q4 2024
Shares 6,467 Value ($000) $833 Avg Close — Range —