ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 2,570 Value ($000) $1,760 Avg Close — Range —
Q3 2025
Shares 2,591 Value ($000) $1,734 Avg Close — Range —
Q2 2025
Shares 2,683 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 1,351 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 53,440 Value ($000) $0 Avg Close — Range —