ISHARES TR

Ticker: IHI CUSIP: 464288810 Class: U.S. MED DVC ETF

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

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

Q1 2023

Shares 384,469 Value ($000) $0 Avg Close — Range —

Q3 2021

Shares 57,691 Value ($000) $3,622 Avg Close — Range —

Q4 2020

Shares 7,593 Value ($000) $2,485 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2023	384,469	$0	—	—
Q3 2021	57,691	$3,622	—	—
Q4 2020	7,593	$2,485	—	—