ISHARES TR

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

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 7,350 Value ($000) $1,840 Avg Close — Range —
Q2 2025
Shares 7,309 Value ($000) $1,756 Avg Close — Range —