FLEXSHARES TR

Ticker: SKOR CUSIP: 33939L761 Class: CR SCD US BD

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q1 2023
Shares 5,159 Value ($000) $245 Avg Close Range
Q4 2022
Shares 11,327 Value ($000) $525 Avg Close Range
Q3 2022
Shares 11,434 Value ($000) $522 Avg Close Range
Q2 2022
Shares 11,624 Value ($000) $551 Avg Close Range
Q1 2022
Shares 12,174 Value ($000) $606 Avg Close Range
Q4 2021
Shares 13,800 Value ($000) $728 Avg Close Range
Q3 2021
Shares 15,947 Value ($000) $859 Avg Close Range
Q2 2021
Shares 16,247 Value ($000) $880 Avg Close Range
Q1 2021
Shares 18,090 Value ($000) $968 Avg Close Range
Q4 2020
Shares 19,445 Value ($000) $1,067 Avg Close Range
Q3 2020
Shares 15,259 Value ($000) $836 Avg Close Range