ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 1,689 Value ($000) $203 Avg Close — Range —
Q2 2025
Shares 1,942 Value ($000) $212 Avg Close — Range —