ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

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

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

Q4 2025
Shares 1,459 Value ($000) $206 Avg Close — Range —
Q3 2025
Shares 1,459 Value ($000) $207 Avg Close — Range —