ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 4,183 Value ($000) $276 Avg Close — Range —
Q3 2025
Shares 4,183 Value ($000) $273 Avg Close — Range —
Q2 2025
Shares 4,183 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 3,850 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 3,850 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 3,850 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 3,850 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 770 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 192,623 Value ($000) $0 Avg Close — Range —
Q3 2021
Shares 770 Value ($000) $203 Avg Close — Range —