ISHARES TR

Ticker: HDV CUSIP: 46429B663 Class: CORE HIGH DV ETF

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

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

Q4 2025
Shares 4,108 Value ($000) $500 Avg Close — Range —
Q3 2025
Shares 4,040 Value ($000) $495 Avg Close — Range —
Q2 2025
Shares 4,023 Value ($000) $471 Avg Close — Range —
Q1 2025
Shares 4,023 Value ($000) $487 Avg Close — Range —
Q4 2024
Shares 4,006 Value ($000) $450 Avg Close — Range —
Q3 2024
Shares 4,045 Value ($000) $476 Avg Close — Range —
Q2 2024
Shares 3,898 Value ($000) $424 Avg Close — Range —
Q1 2024
Shares 3,898 Value ($000) $430 Avg Close — Range —
Q4 2023
Shares 4,991 Value ($000) $509 Avg Close — Range —
Q3 2023
Shares 5,009 Value ($000) $495 Avg Close — Range —
Q2 2023
Shares 5,669 Value ($000) $571 Avg Close — Range —
Q1 2023
Shares 5,233 Value ($000) $532 Avg Close — Range —
Q4 2022
Shares 4,563 Value ($000) $476 Avg Close — Range —
Q3 2022
Shares 4,955 Value ($000) $452 Avg Close — Range —