ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

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

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

Q4 2025
Shares 2,493 Value ($000) $256 Avg Close — Range —
Q2 2025
Shares 2,493 Value ($000) $236 Avg Close — Range —