ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q3 2023
Shares 4,077 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 4,338 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 2,382,567 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 159,410 Value ($000) $11 Avg Close — Range —
Q3 2022
Shares 152,573 Value ($000) $10,085 Avg Close — Range —
Q2 2022
Shares 145,055 Value ($000) $10,184 Avg Close — Range —
Q1 2022
Shares 141,361 Value ($000) $10,965 Avg Close — Range —
Q4 2021
Shares 130,032 Value ($000) $10,520 Avg Close — Range —
Q3 2021
Shares 126,016 Value ($000) $9,262 Avg Close — Range —
Q2 2021
Shares 112,458 Value ($000) $8,278 Avg Close — Range —
Q1 2021
Shares 105,513 Value ($000) $7,300 Avg Close — Range —
Q4 2020
Shares 96,381 Value ($000) $6,542 Avg Close — Range —