ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 2,314 Value ($000) $864 Avg Close — Range —
Q2 2025
Shares 1,975 Value ($000) $671 Avg Close — Range —