ISHARES TR

Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF

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

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

Q3 2023
Shares 2,267 Value ($000) $235 Avg Close — Range —
Q2 2023
Shares 2,242 Value ($000) $241 Avg Close — Range —
Q1 2023
Shares 2,474 Value ($000) $273 Avg Close — Range —
Q4 2022
Shares 2,797 Value ($000) $298 Avg Close — Range —
Q3 2022
Shares 4,292 Value ($000) $450 Avg Close — Range —
Q2 2022
Shares 4,936 Value ($000) $562 Avg Close — Range —
Q1 2022
Shares 31,954 Value ($000) $3,981 Avg Close — Range —
Q4 2021
Shares 36,816 Value ($000) $4,757 Avg Close — Range —
Q3 2021
Shares 32,941 Value ($000) $4,206 Avg Close — Range —
Q2 2021
Shares 35,256 Value ($000) $4,513 Avg Close — Range —
Q1 2021
Shares 31,714 Value ($000) $3,980 Avg Close — Range —
Q4 2020
Shares 29,975 Value ($000) $3,826 Avg Close — Range —
Q3 2020
Shares 55,716 Value ($000) $7,048 Avg Close — Range —
Q2 2020
Shares 26,753 Value ($000) $3,291 Avg Close — Range —
Q4 2019
Shares 1,843 Value ($000) $215 Avg Close — Range —