ISHARES TR

Ticker: IXUS CUSIP: 46432F834 Class: CORE MSCI TOTAL

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

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

Q4 2025
Shares 5,482 Value ($000) $464 Avg Close — Range —
Q3 2025
Shares 5,482 Value ($000) $453 Avg Close — Range —
Q2 2025
Shares 6,178 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 7,386 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 8,726 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 8,167 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 8,167 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 8,517 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 8,517 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 10,164 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 10,164 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 653,034 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 35,759 Value ($000) $2 Avg Close — Range —
Q4 2021
Shares 3,857 Value ($000) $274 Avg Close — Range —
Q3 2021
Shares 4,266 Value ($000) $303 Avg Close — Range —
Q2 2021
Shares 5,233 Value ($000) $384 Avg Close — Range —
Q1 2021
Shares 530 Value ($000) $37 Avg Close — Range —