ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

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

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

Q4 2025
Shares 10,892 Value ($000) $1,037 Avg Close — Range —
Q3 2025
Shares 10,585 Value ($000) $1,007 Avg Close — Range —
Q2 2025
Shares 10,592 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 10,688 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 10,688 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 8,188 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 7,705 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 8,371 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 190,123 Value ($000) $0 Avg Close — Range —