ISHARES TR

Ticker: MAXJ CUSIP: 46438G612 Class: LARGE CAP MAX BU

BIP Wealth, LLC's Holding History (CIK: 0001590214)

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

Q4 2025
Shares 916,971 Value ($000) $25,853 Avg Close — Range —
Q3 2025
Shares 17,547 Value ($000) $492 Avg Close — Range —