ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 17,137 Value ($000) $2,417 Avg Close — Range —
Q3 2025
Shares 1,115 Value ($000) $249 Avg Close — Range —
Q2 2025
Shares 17,111 Value ($000) $2,261 Avg Close — Range —