ISHARES TR

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

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q3 2022
Shares 2,980 Value ($000) $305 Avg Close — Range —
Q2 2022
Shares 2,980 Value ($000) $342 Avg Close — Range —
Q1 2022
Shares 3,121 Value ($000) $412 Avg Close — Range —
Q4 2021
Shares 3,121 Value ($000) $463 Avg Close — Range —
Q3 2021
Shares 2,984 Value ($000) $431 Avg Close — Range —
Q2 2021
Shares 2,984 Value ($000) $431 Avg Close — Range —
Q1 2021
Shares 2,984 Value ($000) $404 Avg Close — Range —
Q4 2020
Shares 2,984 Value ($000) $471 Avg Close — Range —
Q3 2020
Shares 2,984 Value ($000) $487 Avg Close — Range —
Q2 2020
Shares 2,956 Value ($000) $485 Avg Close — Range —
Q1 2020
Shares 2,956 Value ($000) $488 Avg Close — Range —
Q4 2019
Shares 2,956 Value ($000) $400 Avg Close — Range —