ISHARES TR

Ticker: ACWX CUSIP: 464288240 Class: ETF-EQUITY

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

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

Q1 2024
Shares 5,252 Value ($000) $280 Avg Close — Range —
Q4 2023
Shares 6,157 Value ($000) $314 Avg Close — Range —
Q3 2023
Shares 6,308 Value ($000) $297 Avg Close — Range —
Q2 2023
Shares 6,223 Value ($000) $306 Avg Close — Range —
Q1 2023
Shares 7,111 Value ($000) $347 Avg Close — Range —
Q4 2022
Shares 10,361 Value ($000) $471 Avg Close — Range —
Q3 2022
Shares 11,099 Value ($000) $444 Avg Close — Range —
Q2 2022
Shares 11,853 Value ($000) $533 Avg Close — Range —