ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q4 2025
Shares 3,955 Value ($000) $261 Avg Close — Range —
Q3 2025
Shares 3,955 Value ($000) $258 Avg Close — Range —
Q2 2025
Shares 3,955 Value ($000) $245 Avg Close — Range —
Q1 2025
Shares 3,955 Value ($000) $231 Avg Close — Range —
Q4 2024
Shares 3,955 Value ($000) $246 Avg Close — Range —
Q3 2024
Shares 3,955 Value ($000) $246 Avg Close — Range —
Q2 2024
Shares 5,275 Value ($000) $309 Avg Close — Range —
Q1 2024
Shares 5,275 Value ($000) $320 Avg Close — Range —
Q4 2023
Shares 1,055 Value ($000) $292 Avg Close — Range —
Q3 2023
Shares 1,055 Value ($000) $263 Avg Close — Range —
Q2 2023
Shares 1,055 Value ($000) $276 Avg Close — Range —
Q1 2023
Shares 1,055 Value ($000) $264 Avg Close — Range —
Q4 2022
Shares 1,055 Value ($000) $255 Avg Close — Range —
Q3 2022
Shares 1,055 Value ($000) $231 Avg Close — Range —
Q2 2022
Shares 1,055 Value ($000) $239 Avg Close — Range —
Q3 2021
Shares 1,055 Value ($000) $278 Avg Close — Range —