ISHARES TR

Ticker: SMAX CUSIP: 46438G588 Class: LARGE CAP MAX BU

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 4,551 Value ($000) $123 Avg Close — Range —
Q3 2025
Shares 6,724 Value ($000) $180 Avg Close — Range —
Q1 2025
Shares 588,211 Value ($000) $14,729 Avg Close — Range —
Q4 2024
Shares 1,424,423 Value ($000) $35,894 Avg Close — Range —