ISHARES TR

Ticker: CMF CUSIP: 464288356 Class: ETF

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

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

Q3 2023
Shares 13,264 Value ($000) $727 Avg Close — Range —
Q2 2023
Shares 13,264 Value ($000) $755 Avg Close — Range —
Q1 2023
Shares 13,264 Value ($000) $762 Avg Close — Range —
Q4 2022
Shares 13,264 Value ($000) $744 Avg Close — Range —
Q3 2022
Shares 18,531 Value ($000) $1,005 Avg Close — Range —
Q2 2022
Shares 20,790 Value ($000) $1,174 Avg Close — Range —
Q1 2022
Shares 22,055 Value ($000) $1,283 Avg Close — Range —
Q4 2021
Shares 27,678 Value ($000) $1,725 Avg Close — Range —
Q3 2021
Shares 28,679 Value ($000) $1,780 Avg Close — Range —
Q2 2021
Shares 28,801 Value ($000) $1,804 Avg Close — Range —
Q1 2021
Shares 28,837 Value ($000) $1,791 Avg Close — Range —
Q4 2020
Shares 29,020 Value ($000) $1,823 Avg Close — Range —
Q3 2020
Shares 22,195 Value ($000) $1,385 Avg Close — Range —
Q2 2020
Shares 20,085 Value ($000) $1,248 Avg Close — Range —
Q1 2020
Shares 21,885 Value ($000) $1,324 Avg Close — Range —
Q4 2019
Shares 22,745 Value ($000) $1,393 Avg Close — Range —
Q3 2019
Shares 22,077 Value ($000) $1,353 Avg Close — Range —
Q2 2019
Shares 22,077 Value ($000) $1,339 Avg Close — Range —
Q1 2019
Shares 20,063 Value ($000) $1,196 Avg Close — Range —
Q4 2018
Shares 14,013 Value ($000) $819 Avg Close — Range —