ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 1,344 Value ($000) $331 Avg Close — Range —
Q2 2025
Shares 1,150 Value ($000) $248 Avg Close — Range —