ISHARES TR

Ticker: EMB CUSIP: 464288281 Class: ETF

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

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

Q1 2022
Shares 6,447 Value ($000) $630 Avg Close — Range —
Q4 2021
Shares 7,462 Value ($000) $814 Avg Close — Range —
Q3 2021
Shares 7,240 Value ($000) $797 Avg Close — Range —
Q2 2021
Shares 7,225 Value ($000) $812 Avg Close — Range —
Q1 2021
Shares 7,209 Value ($000) $785 Avg Close — Range —
Q4 2020
Shares 7,711 Value ($000) $894 Avg Close — Range —
Q3 2020
Shares 7,479 Value ($000) $829 Avg Close — Range —
Q2 2020
Shares 7,737 Value ($000) $845 Avg Close — Range —
Q1 2020
Shares 7,294 Value ($000) $705 Avg Close — Range —
Q4 2019
Shares 10,251 Value ($000) $1,174 Avg Close — Range —