ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 7,938 Value ($000) $1,333 Avg Close — Range —
Q3 2025
Shares 7,937 Value ($000) $1,306 Avg Close — Range —
Q2 2025
Shares 6,959 Value ($000) $1,047 Avg Close — Range —
Q1 2025
Shares 5,209 Value ($000) $662 Avg Close — Range —
Q4 2024
Shares 3,201 Value ($000) $446 Avg Close — Range —
Q3 2024
Shares 3,205 Value ($000) $423 Avg Close — Range —
Q2 2024
Shares 3,205 Value ($000) $409 Avg Close — Range —
Q1 2024
Shares 3,205 Value ($000) $376 Avg Close — Range —
Q4 2023
Shares 3,280 Value ($000) $341 Avg Close — Range —
Q3 2023
Shares 3,181 Value ($000) $302 Avg Close — Range —