ISHARES U S ETF TR

Ticker: MEAR CUSIP: 46431W838 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 37,727 Value ($000) $1,898 Avg Close — Range —
Q3 2025
Shares 32,608 Value ($000) $1,647 Avg Close — Range —
Q2 2025
Shares 30,624 Value ($000) $1,539 Avg Close — Range —
Q1 2025
Shares 17,225 Value ($000) $865 Avg Close — Range —
Q4 2024
Shares 8,873 Value ($000) $443 Avg Close — Range —
Q3 2024
Shares 7,334 Value ($000) $369 Avg Close — Range —