ISHARES TR

Ticker: EEM CUSIP: 464287234 Class: MSCI EMG MKT ETF

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q4 2025
Shares 85,462 Value ($000) $4,676 Avg Close — Range —
Q3 2025
Shares 95,482 Value ($000) $5,099 Avg Close — Range —
Q2 2025
Shares 100,805 Value ($000) $4,863 Avg Close — Range —
Q1 2025
Shares 114,302 Value ($000) $4,995 Avg Close — Range —
Q4 2024
Shares 118,432 Value ($000) $4,953 Avg Close — Range —
Q3 2024
Shares 120,279 Value ($000) $5,516 Avg Close — Range —
Q2 2024
Shares 120,571 Value ($000) $5,135 Avg Close — Range —
Q1 2024
Shares 120,863 Value ($000) $4,965 Avg Close — Range —
Q4 2023
Shares 113,893 Value ($000) $4,580 Avg Close — Range —
Q3 2023
Shares 113,399 Value ($000) $4,303 Avg Close — Range —
Q2 2023
Shares 112,948 Value ($000) $4,468 Avg Close — Range —
Q1 2023
Shares 117,246 Value ($000) $4,627 Avg Close — Range —
Q4 2022
Shares 100,476 Value ($000) $3,808 Avg Close — Range —
Q3 2022
Shares 99,293 Value ($000) $3,463 Avg Close — Range —
Q2 2022
Shares 109,487 Value ($000) $4,390 Avg Close — Range —
Q1 2022
Shares 97,165 Value ($000) $4,387 Avg Close — Range —
Q4 2021
Shares 96,820 Value ($000) $4,730 Avg Close — Range —
Q3 2021
Shares 93,314 Value ($000) $4,701 Avg Close — Range —
Q2 2021
Shares 84,711 Value ($000) $4,672 Avg Close — Range —
Q1 2021
Shares 79,813 Value ($000) $4,257 Avg Close — Range —
Q4 2020
Shares 78,152 Value ($000) $4,038 Avg Close — Range —
Q3 2020
Shares 82,232 Value ($000) $3,626 Avg Close — Range —
Q2 2020
Shares 83,185 Value ($000) $3,327 Avg Close — Range —
Q1 2020
Shares 74,419 Value ($000) $2,540 Avg Close — Range —