ISHARES TR

Ticker: CMF CUSIP: 464288356 Class: ETF

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 6,849 Value ($000) $394 Avg Close — Range —
Q3 2025
Shares 6,849 Value ($000) $391 Avg Close — Range —
Q2 2025
Shares 6,436 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 6,436 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 6,436 Value ($000) $0 Avg Close — Range —