ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

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

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

Q4 2025
Shares 81,767 Value ($000) $8,758 Avg Close — Range —
Q3 2025
Shares 83,019 Value ($000) $8,841 Avg Close — Range —
Q2 2025
Shares 85,060 Value ($000) $9 Avg Close — Range —
Q1 2025
Shares 29,508 Value ($000) $3 Avg Close — Range —
Q4 2024
Shares 21,047 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 21,047 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 21,638 Value ($000) $2 Avg Close — Range —
Q2 2023
Shares 23,282 Value ($000) $2 Avg Close — Range —
Q1 2023
Shares 2,445,052 Value ($000) $0 Avg Close — Range —