FRANKLIN TEMPLETON ETF TR

Ticker: INCM CUSIP: 35473P439 Class: Growth and Income Allocation Fund

Summit Investment Advisory Services, LLC's Holding History (CIK: 0001914395)

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

Q4 2025
Shares 1,000,830 Value ($000) $28,063 Avg Close — Range —
Q3 2025
Shares 971,422 Value ($000) $26,947 Avg Close — Range —
Q2 2025
Shares 912,184 Value ($000) $24,675 Avg Close — Range —
Q1 2025
Shares 884,643 Value ($000) $23,558 Avg Close — Range —
Q4 2024
Shares 85,389 Value ($000) $2,229 Avg Close — Range —
Q3 2024
Shares 74,942 Value ($000) $2,037 Avg Close — Range —
Q1 2024
Shares 60,829 Value ($000) $1,586 Avg Close — Range —
Q4 2023
Shares 80,695 Value ($000) $2,074 Avg Close — Range —