BLACKROCK ETF TRUST

Ticker: DYNF CUSIP: 09290C103 Class: ISHARES US EQUIT

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 64,200 Value ($000) $3,904 Avg Close Range
Q3 2025
Shares 31,752 Value ($000) $1,880 Avg Close Range
Q2 2025
Shares 30,229 Value ($000) $1,646 Avg Close Range
Q1 2025
Shares 11,292 Value ($000) $551 Avg Close Range
Q4 2024
Shares 8,213 Value ($000) $421 Avg Close Range
Q3 2024
Shares 5,707 Value ($000) $282 Avg Close Range
Q2 2024
Shares 5,536 Value ($000) $260 Avg Close Range