ISHARES TR

Ticker: HYG CUSIP: 464288513 Class: IBOXX HI YD ETF

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

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

Q4 2025
Shares 2,554 Value ($000) $206 Avg Close — Range —
Q3 2025
Shares 2,554 Value ($000) $207 Avg Close — Range —
Q2 2025
Shares 2,554 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 2,554 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 2,554 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 4,063 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 4,035 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 4,035 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 301,822 Value ($000) $0 Avg Close — Range —
Q3 2021
Shares 6,678 Value ($000) $584 Avg Close — Range —
Q4 2020
Shares 5,323 Value ($000) $465 Avg Close — Range —
Q3 2020
Shares 5,323 Value ($000) $447 Avg Close — Range —
Q2 2020
Shares 5,034 Value ($000) $411 Avg Close — Range —
Q1 2020
Shares 5,719 Value ($000) $441 Avg Close — Range —
Q4 2019
Shares 5,180 Value ($000) $456 Avg Close — Range —