ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 1,599 Value ($000) $597 Avg Close — Range —
Q3 2025
Shares 1,599 Value ($000) $584 Avg Close — Range —
Q2 2025
Shares 1,599 Value ($000) $543 Avg Close — Range —
Q1 2025
Shares 1,599 Value ($000) $490 Avg Close — Range —
Q4 2024
Shares 1,599 Value ($000) $515 Avg Close — Range —
Q3 2024
Shares 1,599 Value ($000) $503 Avg Close — Range —
Q2 2024
Shares 1,599 Value ($000) $476 Avg Close — Range —
Q1 2024
Shares 1,599 Value ($000) $461 Avg Close — Range —
Q4 2019
Shares 1,592 Value ($000) $284 Avg Close — Range —
Q3 2019
Shares 1,592 Value ($000) $262 Avg Close — Range —
Q2 2019
Shares 5,000 Value ($000) $814 Avg Close — Range —
Q1 2019
Shares 5,000 Value ($000) $787 Avg Close — Range —
Q4 2018
Shares 5,000 Value ($000) $693 Avg Close — Range —