ISHARES TR

Ticker: IGIB CUSIP: 464288638 Class: ISHS 5-10YR INVT

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

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

Q4 2025
Shares 357,940 Value ($000) $19,286 Avg Close — Range —
Q3 2025
Shares 349,198 Value ($000) $18,888 Avg Close — Range —
Q2 2025
Shares 339,449 Value ($000) $18 Avg Close — Range —
Q1 2025
Shares 99,457 Value ($000) $5 Avg Close — Range —
Q4 2024
Shares 98,338 Value ($000) $5 Avg Close — Range —
Q3 2024
Shares 108,508 Value ($000) $6 Avg Close — Range —
Q2 2024
Shares 120,375 Value ($000) $6 Avg Close — Range —
Q2 2023
Shares 32,765 Value ($000) $2 Avg Close — Range —
Q1 2023
Shares 1,094,475 Value ($000) $0 Avg Close — Range —