ISHARES TR

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

AXXCESS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001911056)

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

Q4 2025
Shares 29,621 Value ($000) $835 Avg Close — Range —
Q3 2025
Shares 31,831 Value ($000) $893 Avg Close — Range —
Q2 2025
Shares 46,942 Value ($000) $1,291 Avg Close — Range —
Q1 2025
Shares 48,943 Value ($000) $1,262 Avg Close — Range —
Q4 2024
Shares 48,927 Value ($000) $1,279 Avg Close — Range —
Q3 2024
Shares 48,927 Value ($000) $1,272 Avg Close — Range —