ISHARES TR

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

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

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

Q4 2025
Shares 7,926 Value ($000) $691 Avg Close — Range —
Q3 2025
Shares 8,259 Value ($000) $738 Avg Close — Range —
Q2 2025
Shares 8,328 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 40,092 Value ($000) $4 Avg Close — Range —
Q4 2024
Shares 46,493 Value ($000) $4 Avg Close — Range —
Q3 2024
Shares 43,887 Value ($000) $4 Avg Close — Range —
Q2 2024
Shares 39,363 Value ($000) $4 Avg Close — Range —
Q2 2023
Shares 19,791 Value ($000) $2 Avg Close — Range —
Q1 2023
Shares 2,100,005 Value ($000) $0 Avg Close — Range —
Q3 2021
Shares 1,424 Value ($000) $206 Avg Close — Range —
Q4 2020
Shares 8,914 Value ($000) $1,406 Avg Close — Range —