ISHARES TR

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

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 3,227 Value ($000) $398 Avg Close — Range —
Q2 2025
Shares 3,091 Value ($000) $340 Avg Close — Range —