ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 19,534 Value ($000) $4,109 Avg Close — Range —
Q2 2025
Shares 19,905 Value ($000) $3,866 Avg Close — Range —