ISHARES TR

Ticker: AOM CUSIP: 464289875 Class: CORE 40/60 MODER

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q1 2022
Shares 35,828 Value ($000) $1,540 Avg Close — Range —
Q4 2021
Shares 71,417 Value ($000) $3,247 Avg Close — Range —
Q3 2021
Shares 100,864 Value ($000) $4,513 Avg Close — Range —
Q2 2021
Shares 207,560 Value ($000) $9,351 Avg Close — Range —
Q1 2021
Shares 206,337 Value ($000) $8,986 Avg Close — Range —
Q4 2020
Shares 173,998 Value ($000) $7,517 Avg Close — Range —
Q3 2020
Shares 174,128 Value ($000) $7,148 Avg Close — Range —
Q2 2020
Shares 171,276 Value ($000) $6,829 Avg Close — Range —
Q1 2020
Shares 163,940 Value ($000) $6,023 Avg Close — Range —
Q4 2019
Shares 158,937 Value ($000) $6,378 Avg Close — Range —