ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 2,223 Value ($000) $274 Avg Close — Range —
Q3 2025
Shares 2,223 Value ($000) $268 Avg Close — Range —
Q2 2025
Shares 2,223 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 2,223 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 2,223 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 2,223 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 2,223 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 142,027 Value ($000) $0 Avg Close — Range —