ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 686 Value ($000) $265 Avg Close — Range —
Q2 2025
Shares 686 Value ($000) $241 Avg Close — Range —