ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 935 Value ($000) $234 Avg Close — Range —
Q3 2025
Shares 913 Value ($000) $234 Avg Close — Range —
Q2 2025
Shares 1,033 Value ($000) $248 Avg Close — Range —
Q1 2022
Shares 1,660 Value ($000) $279 Avg Close — Range —
Q4 2021
Shares 1,656 Value ($000) $301 Avg Close — Range —
Q3 2021
Shares 1,730 Value ($000) $304 Avg Close — Range —
Q2 2021
Shares 1,695 Value ($000) $294 Avg Close — Range —
Q1 2021
Shares 2,127 Value ($000) $342 Avg Close — Range —
Q4 2020
Shares 2,685 Value ($000) $433 Avg Close — Range —
Q3 2020
Shares 5,836 Value ($000) $860 Avg Close — Range —
Q2 2020
Shares 5,000 Value ($000) $655 Avg Close — Range —