ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

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

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

Q4 2025
Shares 69,424 Value ($000) $6,934 Avg Close — Range —
Q3 2025
Shares 69,246 Value ($000) $6,942 Avg Close — Range —
Q2 2025
Shares 71,792 Value ($000) $7 Avg Close — Range —
Q1 2025
Shares 93,461 Value ($000) $9 Avg Close — Range —
Q4 2024
Shares 100,099 Value ($000) $10 Avg Close — Range —
Q3 2024
Shares 102,855 Value ($000) $10 Avg Close — Range —
Q2 2024
Shares 111,326 Value ($000) $11 Avg Close — Range —
Q1 2023
Shares 212,384 Value ($000) $0 Avg Close — Range —
Q4 2020
Shares 24,091 Value ($000) $2,847 Avg Close — Range —