ISHARES TR

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

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

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

Q4 2025
Shares 24,089 Value ($000) $2,039 Avg Close — Range —
Q3 2025
Shares 24,717 Value ($000) $2,041 Avg Close — Range —
Q2 2025
Shares 24,266 Value ($000) $1,876 Avg Close — Range —
Q1 2025
Shares 26,300 Value ($000) $1,836 Avg Close — Range —
Q4 2024
Shares 28,161 Value ($000) $1,863 Avg Close — Range —
Q3 2024
Shares 28,414 Value ($000) $2,064 Avg Close — Range —
Q2 2024
Shares 27,894 Value ($000) $1,885 Avg Close — Range —
Q1 2024
Shares 26,371 Value ($000) $1,790 Avg Close — Range —
Q4 2023
Shares 25,717 Value ($000) $1,670 Avg Close — Range —
Q3 2023
Shares 25,607 Value ($000) $1,536 Avg Close — Range —
Q2 2023
Shares 25,152 Value ($000) $1,575 Avg Close — Range —
Q1 2023
Shares 24,897 Value ($000) $1,542 Avg Close — Range —
Q4 2022
Shares 24,800 Value ($000) $1,435 Avg Close — Range —
Q3 2022
Shares 24,835 Value ($000) $1,265 Avg Close — Range —
Q2 2022
Shares 25,480 Value ($000) $1,453 Avg Close — Range —
Q1 2022
Shares 25,826 Value ($000) $1,720 Avg Close — Range —
Q4 2021
Shares 25,182 Value ($000) $1,786 Avg Close — Range —
Q3 2021
Shares 25,228 Value ($000) $1,791 Avg Close — Range —
Q2 2021
Shares 25,240 Value ($000) $1,850 Avg Close — Range —
Q1 2021
Shares 24,556 Value ($000) $1,726 Avg Close — Range —
Q4 2020
Shares 24,379 Value ($000) $1,638 Avg Close — Range —
Q3 2020
Shares 23,939 Value ($000) $1,397 Avg Close — Range —
Q2 2020
Shares 22,604 Value ($000) $1,232 Avg Close — Range —
Q1 2020
Shares 24,658 Value ($000) $1,159 Avg Close — Range —
Q4 2019
Shares 22,623 Value ($000) $1,400 Avg Close — Range —