ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 1,392 Value ($000) $278 Avg Close — Range —
Q3 2025
Shares 1,399 Value ($000) $274 Avg Close — Range —
Q2 2025
Shares 1,415 Value ($000) $0 Avg Close — Range —