ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 1,834 Value ($000) $451 Avg Close — Range —
Q3 2025
Shares 1,989 Value ($000) $481 Avg Close — Range —
Q2 2025
Shares 2,126 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 54,947 Value ($000) $0 Avg Close — Range —