ISHARES TR

Ticker: EFA CUSIP: 464287465 Class: MSCI EAFE ETF

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

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

Q4 2025
Shares 3,097 Value ($000) $297 Avg Close — Range —
Q3 2025
Shares 3,097 Value ($000) $289 Avg Close — Range —
Q2 2025
Shares 3,097 Value ($000) $277 Avg Close — Range —
Q1 2025
Shares 3,097 Value ($000) $253 Avg Close — Range —
Q4 2024
Shares 3,097 Value ($000) $234 Avg Close — Range —
Q3 2024
Shares 3,097 Value ($000) $259 Avg Close — Range —
Q2 2024
Shares 3,094 Value ($000) $242 Avg Close — Range —
Q1 2024
Shares 3,094 Value ($000) $247 Avg Close — Range —
Q4 2023
Shares 3,094 Value ($000) $233 Avg Close — Range —
Q3 2023
Shares 2,929 Value ($000) $202 Avg Close — Range —
Q2 2023
Shares 2,929 Value ($000) $212 Avg Close — Range —
Q1 2023
Shares 2,931 Value ($000) $210 Avg Close — Range —
Q1 2022
Shares 2,946 Value ($000) $217 Avg Close — Range —
Q4 2021
Shares 2,946 Value ($000) $232 Avg Close — Range —
Q3 2021
Shares 3,133 Value ($000) $244 Avg Close — Range —
Q2 2021
Shares 3,133 Value ($000) $247 Avg Close — Range —
Q1 2021
Shares 3,133 Value ($000) $238 Avg Close — Range —
Q4 2020
Shares 2,804 Value ($000) $205 Avg Close — Range —
Q2 2020
Shares 3,390 Value ($000) $206 Avg Close — Range —