ISHARES TR

Ticker: GOVT CUSIP: 46429B267 Class: US TREAS BD ETF

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

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

Q4 2025
Shares 67,138 Value ($000) $1,546 Avg Close — Range —
Q3 2025
Shares 67,851 Value ($000) $1,569 Avg Close — Range —
Q2 2025
Shares 72,418 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 73,609 Value ($000) $2 Avg Close — Range —
Q4 2024
Shares 70,923 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 42,309 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 38,920 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 41,481 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 39,542 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 39,848 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 39,305 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 1,140,453 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 47,474 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 53,860 Value ($000) $1,226 Avg Close — Range —
Q2 2022
Shares 48,163 Value ($000) $1,151 Avg Close — Range —
Q1 2022
Shares 46,069 Value ($000) $1,148 Avg Close — Range —
Q4 2021
Shares 43,385 Value ($000) $1,158 Avg Close — Range —
Q2 2021
Shares 16,835 Value ($000) $448 Avg Close — Range —
Q1 2021
Shares 5,652 Value ($000) $148 Avg Close — Range —