ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

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

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

Q1 2025
Shares 4,537 Value ($000) $375 Avg Close — Range —
Q1 2021
Shares 4,229 Value ($000) $365 Avg Close — Range —