ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

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

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

Q2 2022
Shares 66,710 Value ($000) $6,504 Avg Close — Range —
Q1 2022
Shares 64,387 Value ($000) $6,559 Avg Close — Range —
Q4 2021
Shares 88,140 Value ($000) $9,469 Avg Close — Range —
Q3 2021
Shares 79,639 Value ($000) $8,612 Avg Close — Range —
Q2 2021
Shares 71,306 Value ($000) $7,717 Avg Close — Range —
Q1 2021
Shares 68,679 Value ($000) $7,446 Avg Close — Range —