ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 2,215 Value ($000) $244 Avg Close — Range —
Q3 2025
Shares 2,248 Value ($000) $248 Avg Close — Range —
Q2 2025
Shares 2,248 Value ($000) $248 Avg Close — Range —
Q1 2025
Shares 2,248 Value ($000) $248 Avg Close — Range —
Q4 2024
Shares 2,248 Value ($000) $248 Avg Close — Range —
Q3 2024
Shares 2,248 Value ($000) $249 Avg Close — Range —