ISHARES TR

Ticker: SUB CUSIP: 464288158 Class: SHRT NAT MUN ETF

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

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

Q4 2025
Shares 3,962 Value ($000) $423 Avg Close — Range —
Q3 2025
Shares 3,949 Value ($000) $422 Avg Close — Range —
Q2 2025
Shares 3,424 Value ($000) $364 Avg Close — Range —
Q1 2025
Shares 3,415 Value ($000) $361 Avg Close — Range —
Q4 2024
Shares 3,409 Value ($000) $360 Avg Close — Range —
Q3 2024
Shares 3,398 Value ($000) $361 Avg Close — Range —
Q2 2024
Shares 3,384 Value ($000) $354 Avg Close — Range —
Q1 2024
Shares 3,366 Value ($000) $353 Avg Close — Range —
Q4 2023
Shares 3,546 Value ($000) $374 Avg Close — Range —
Q3 2023
Shares 6,116 Value ($000) $629 Avg Close — Range —
Q2 2023
Shares 6,958 Value ($000) $724 Avg Close — Range —
Q1 2023
Shares 6,930 Value ($000) $725 Avg Close — Range —
Q4 2022
Shares 6,910 Value ($000) $721 Avg Close — Range —
Q3 2022
Shares 7,970 Value ($000) $818 Avg Close — Range —
Q2 2022
Shares 7,952 Value ($000) $832 Avg Close — Range —