ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

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

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

Q4 2025
Shares 2,345 Value ($000) $240 Avg Close — Range —
Q3 2025
Shares 2,345 Value ($000) $234 Avg Close — Range —
Q2 2025
Shares 2,345 Value ($000) $222 Avg Close — Range —
Q1 2025
Shares 2,345 Value ($000) $216 Avg Close — Range —
Q4 2024
Shares 2,345 Value ($000) $217 Avg Close — Range —
Q3 2024
Shares 2,345 Value ($000) $224 Avg Close — Range —
Q2 2024
Shares 2,345 Value ($000) $207 Avg Close — Range —
Q1 2024
Shares 2,345 Value ($000) $212 Avg Close — Range —