ISHARES TR

Ticker: AOA CUSIP: 464289859 Class: CORE 80/20 AGGRE

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

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

Q4 2025
Shares 16,251 Value ($000) $1,455 Avg Close — Range —
Q3 2025
Shares 15,981 Value ($000) $1,409 Avg Close — Range —
Q2 2025
Shares 16,429 Value ($000) $1,370 Avg Close — Range —
Q1 2025
Shares 15,702 Value ($000) $1,201 Avg Close — Range —
Q4 2024
Shares 15,380 Value ($000) $1,178 Avg Close — Range —
Q3 2024
Shares 15,524 Value ($000) $1,225 Avg Close — Range —
Q2 2024
Shares 14,338 Value ($000) $1,072 Avg Close — Range —
Q1 2024
Shares 13,496 Value ($000) $991 Avg Close — Range —
Q4 2023
Shares 13,392 Value ($000) $925 Avg Close — Range —
Q3 2023
Shares 13,318 Value ($000) $846 Avg Close — Range —
Q2 2023
Shares 13,741 Value ($000) $912 Avg Close — Range —
Q1 2023
Shares 13,389 Value ($000) $851 Avg Close — Range —
Q4 2022
Shares 12,812 Value ($000) $765 Avg Close — Range —
Q3 2022
Shares 12,154 Value ($000) $674 Avg Close — Range —
Q2 2022
Shares 11,209 Value ($000) $671 Avg Close — Range —
Q1 2022
Shares 10,486 Value ($000) $723 Avg Close — Range —
Q4 2021
Shares 10,299 Value ($000) $750 Avg Close — Range —
Q3 2021
Shares 9,665 Value ($000) $675 Avg Close — Range —
Q2 2021
Shares 8,728 Value ($000) $617 Avg Close — Range —
Q1 2021
Shares 8,498 Value ($000) $569 Avg Close — Range —
Q4 2020
Shares 7,148 Value ($000) $459 Avg Close — Range —
Q3 2020
Shares 4,204 Value ($000) $244 Avg Close — Range —
Q2 2020
Shares 3,968 Value ($000) $218 Avg Close — Range —