ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 5,755 Value ($000) $3,942 Avg Close — Range —
Q2 2025
Shares 5,790 Value ($000) $3,595 Avg Close — Range —