ISHARES TR

Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 5,543 Value ($000) $609 Avg Close — Range —
Q3 2025
Shares 5,498 Value ($000) $611 Avg Close — Range —
Q2 2025
Shares 5,766 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 11,156 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 12,328 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 14,497 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 15,811 Value ($000) $2 Avg Close — Range —
Q2 2023
Shares 9,426 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 825,218 Value ($000) $0 Avg Close — Range —