PHILLIPS EDISON & CO INC

Ticker: PECO CUSIP: 71844V201 Class: COMMON STOCK

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

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

Q4 2025
Shares 9,684 Value ($000) $344 Avg Close — Range —
Q3 2025
Shares 11,147 Value ($000) $383 Avg Close — Range —
Q2 2025
Shares 11,147 Value ($000) $390 Avg Close — Range —
Q1 2025
Shares 13,189 Value ($000) $481 Avg Close — Range —
Q4 2024
Shares 13,189 Value ($000) $494 Avg Close — Range —
Q3 2024
Shares 13,395 Value ($000) $505 Avg Close — Range —
Q2 2024
Shares 13,395 Value ($000) $438 Avg Close — Range —
Q1 2024
Shares 14,228 Value ($000) $510 Avg Close — Range —
Q4 2023
Shares 15,283 Value ($000) $558 Avg Close — Range —
Q3 2023
Shares 25,110 Value ($000) $842 Avg Close — Range —
Q2 2023
Shares 8,080 Value ($000) $275 Avg Close — Range —
Q1 2023
Shares 9,227 Value ($000) $301 Avg Close — Range —
Q4 2022
Shares 9,697 Value ($000) $309 Avg Close — Range —
Q3 2022
Shares 9,697 Value ($000) $272 Avg Close — Range —
Q2 2022
Shares 9,697 Value ($000) $324 Avg Close — Range —
Q1 2022
Shares 9,697 Value ($000) $333 Avg Close — Range —