ISHARES TR

Ticker: IMCG CUSIP: 464288307 Class: MRGSTR MD CP GRW

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

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

Q4 2025
Shares 32,016 Value ($000) $2,556 Avg Close — Range —
Q2 2025
Shares 37,304 Value ($000) $2,993 Avg Close — Range —