ISHARES TR

Ticker: EMB CUSIP: 464288281 Class: ETF

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q1 2023
Shares 4,269 Value ($000) $368 Avg Close — Range —
Q4 2022
Shares 4,854 Value ($000) $411 Avg Close — Range —
Q3 2022
Shares 12,652 Value ($000) $1,005 Avg Close — Range —
Q2 2022
Shares 12,652 Value ($000) $1,079 Avg Close — Range —
Q1 2022
Shares 13,176 Value ($000) $1,288 Avg Close — Range —
Q4 2021
Shares 13,843 Value ($000) $1,510 Avg Close — Range —
Q3 2021
Shares 15,621 Value ($000) $1,719 Avg Close — Range —
Q2 2021
Shares 16,749 Value ($000) $1,884 Avg Close — Range —
Q1 2021
Shares 17,321 Value ($000) $1,886 Avg Close — Range —
Q4 2020
Shares 15,631 Value ($000) $1,812 Avg Close — Range —
Q3 2020
Shares 20,552 Value ($000) $2,279 Avg Close — Range —
Q2 2020
Shares 15,244 Value ($000) $1,665 Avg Close — Range —
Q1 2020
Shares 15,959 Value ($000) $1,543 Avg Close — Range —
Q4 2019
Shares 31,153 Value ($000) $3,569 Avg Close — Range —
Q3 2019
Shares 15,092 Value ($000) $1,711 Avg Close — Range —
Q2 2019
Shares 14,031 Value ($000) $1,590 Avg Close — Range —
Q1 2019
Shares 15,107 Value ($000) $1,663 Avg Close — Range —
Q4 2018
Shares 14,911 Value ($000) $1,549 Avg Close — Range —