ISHARES TR

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

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

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

Q4 2025
Shares 194,705 Value ($000) $19,447 Avg Close — Range —
Q3 2025
Shares 209,358 Value ($000) $20,988 Avg Close — Range —
Q2 2025
Shares 200,667 Value ($000) $19,906 Avg Close — Range —
Q1 2025
Shares 234,999 Value ($000) $23,246 Avg Close — Range —
Q4 2024
Shares 235,825 Value ($000) $22,851 Avg Close — Range —
Q3 2024
Shares 233,153 Value ($000) $23,611 Avg Close — Range —
Q2 2024
Shares 232,404 Value ($000) $22,559 Avg Close — Range —
Q1 2024
Shares 217,692 Value ($000) $21,321 Avg Close — Range —
Q4 2023
Shares 207,129 Value ($000) $20,558 Avg Close — Range —
Q3 2023
Shares 227,299 Value ($000) $21,375 Avg Close — Range —
Q2 2023
Shares 215,108 Value ($000) $21,070 Avg Close — Range —
Q1 2023
Shares 217,050 Value ($000) $21,627 Avg Close — Range —
Q4 2022
Shares 231,360 Value ($000) $22,440 Avg Close — Range —
Q3 2022
Shares 263,426 Value ($000) $25,378 Avg Close — Range —
Q2 2022
Shares 280,623 Value ($000) $28,534 Avg Close — Range —
Q1 2022
Shares 315,194 Value ($000) $33,757 Avg Close — Range —
Q4 2021
Shares 300,865 Value ($000) $34,323 Avg Close — Range —
Q3 2021
Shares 280,796 Value ($000) $32,244 Avg Close — Range —
Q2 2021
Shares 265,494 Value ($000) $30,619 Avg Close — Range —
Q1 2021
Shares 252,965 Value ($000) $28,795 Avg Close — Range —
Q4 2020
Shares 235,913 Value ($000) $27,883 Avg Close — Range —
Q3 2020
Shares 193,544 Value ($000) $22,850 Avg Close — Range —
Q2 2020
Shares 115,828 Value ($000) $13,692 Avg Close — Range —
Q1 2020
Shares 108,793 Value ($000) $12,551 Avg Close — Range —
Q4 2019
Shares 119,138 Value ($000) $13,388 Avg Close — Range —