ISHARES U S ETF TR

Ticker: NEAR CUSIP: 46431W507 Class: BLACKROCK ST MAT

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

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

Q4 2025
Shares 8,648 Value ($000) $442 Avg Close — Range —
Q3 2025
Shares 8,525 Value ($000) $437 Avg Close — Range —
Q2 2025
Shares 8,600 Value ($000) $439 Avg Close — Range —
Q1 2025
Shares 8,764 Value ($000) $446 Avg Close — Range —
Q4 2024
Shares 9,286 Value ($000) $469 Avg Close — Range —
Q3 2024
Shares 9,235 Value ($000) $473 Avg Close — Range —
Q2 2024
Shares 10,537 Value ($000) $530 Avg Close — Range —
Q1 2024
Shares 10,514 Value ($000) $531 Avg Close — Range —
Q4 2023
Shares 12,492 Value ($000) $631 Avg Close — Range —
Q3 2023
Shares 13,196 Value ($000) $658 Avg Close — Range —
Q2 2023
Shares 13,267 Value ($000) $660 Avg Close — Range —
Q1 2023
Shares 12,267 Value ($000) $608 Avg Close — Range —
Q4 2022
Shares 13,376 Value ($000) $659 Avg Close — Range —
Q3 2022
Shares 24,542 Value ($000) $1,209 Avg Close — Range —
Q2 2022
Shares 28,086 Value ($000) $1,384 Avg Close — Range —
Q1 2022
Shares 30,374 Value ($000) $1,506 Avg Close — Range —
Q4 2021
Shares 29,750 Value ($000) $1,486 Avg Close — Range —
Q3 2021
Shares 33,552 Value ($000) $1,682 Avg Close — Range —
Q2 2021
Shares 34,036 Value ($000) $1,707 Avg Close — Range —
Q1 2021
Shares 34,071 Value ($000) $1,710 Avg Close — Range —
Q4 2020
Shares 34,136 Value ($000) $1,713 Avg Close — Range —
Q3 2020
Shares 35,800 Value ($000) $1,794 Avg Close — Range —
Q2 2020
Shares 39,480 Value ($000) $1,974 Avg Close — Range —
Q1 2020
Shares 42,639 Value ($000) $2,068 Avg Close — Range —
Q4 2019
Shares 62,249 Value ($000) $3,128 Avg Close — Range —