ISHARES TR

Ticker: IXN CUSIP: 464287291 Class: GLOBAL TECH ETF

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

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

Q4 2025
Shares 97,190 Value ($000) $10,205 Avg Close — Range —
Q3 2025
Shares 96,812 Value ($000) $9,992 Avg Close — Range —
Q2 2025
Shares 96,769 Value ($000) $9 Avg Close — Range —
Q1 2025
Shares 95,819 Value ($000) $7 Avg Close — Range —
Q4 2024
Shares 97,279 Value ($000) $8 Avg Close — Range —
Q3 2024
Shares 96,118 Value ($000) $8 Avg Close — Range —
Q2 2024
Shares 100,474 Value ($000) $8 Avg Close — Range —
Q2 2023
Shares 94,661 Value ($000) $6 Avg Close — Range —
Q1 2023
Shares 4,752,332 Value ($000) $0 Avg Close — Range —
Q3 2021
Shares 63,962 Value ($000) $3,624 Avg Close — Range —
Q4 2020
Shares 8,642 Value ($000) $2,593 Avg Close — Range —