ISHARES TR

Ticker: IYH CUSIP: 464287762 Class: US HLTHCARE ETF

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

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

Q4 2025
Shares 5,308 Value ($000) $346 Avg Close — Range —
Q3 2025
Shares 5,539 Value ($000) $325 Avg Close — Range —
Q2 2025
Shares 5,579 Value ($000) $0 Avg Close — Range —