ISHARES TR

Ticker: TLT CUSIP: 464287432 Class: 20 YR TR BD ETF

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

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

Q1 2023
Shares 3,192 Value ($000) $340 Avg Close — Range —
Q4 2022
Shares 3,547 Value ($000) $353 Avg Close — Range —