ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q4 2025
Shares 2,862 Value ($000) $519 Avg Close — Range —
Q2 2025
Shares 3,008 Value ($000) $475 Avg Close — Range —