ISHARES TR

Ticker: IDV CUSIP: 464288448 Class: INTL SEL DIV ETF

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

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

Q3 2020
Shares 22,939 Value ($000) $572 Avg Close — Range —
Q2 2020
Shares 23,246 Value ($000) $584 Avg Close — Range —
Q1 2020
Shares 18,222 Value ($000) $412 Avg Close — Range —
Q4 2019
Shares 18,223 Value ($000) $612 Avg Close — Range —
Q3 2019
Shares 16,136 Value ($000) $496 Avg Close — Range —
Q2 2019
Shares 18,395 Value ($000) $565 Avg Close — Range —
Q1 2019
Shares 17,083 Value ($000) $527 Avg Close — Range —
Q4 2018
Shares 13,795 Value ($000) $396 Avg Close — Range —