ISHARES TR

Ticker: NYF CUSIP: 464288323 Class: ETF

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

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

Q4 2021
Shares 3,570 Value ($000) $207 Avg Close — Range —
Q3 2021
Shares 4,570 Value ($000) $264 Avg Close — Range —
Q2 2021
Shares 4,570 Value ($000) $267 Avg Close — Range —
Q1 2021
Shares 4,570 Value ($000) $264 Avg Close — Range —
Q4 2020
Shares 4,570 Value ($000) $266 Avg Close — Range —
Q3 2020
Shares 4,570 Value ($000) $263 Avg Close — Range —
Q2 2020
Shares 4,570 Value ($000) $263 Avg Close — Range —
Q1 2020
Shares 4,971 Value ($000) $281 Avg Close — Range —
Q4 2019
Shares 7,387 Value ($000) $421 Avg Close — Range —