ISHARES TR

Ticker: IEFA CUSIP: 46432F842 Class: CORE MSCI EAFE

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

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

Q4 2025
Shares 141,653 Value ($000) $12,672 Avg Close — Range —
Q3 2025
Shares 142,295 Value ($000) $12,424 Avg Close — Range —
Q2 2025
Shares 143,895 Value ($000) $12,012 Avg Close — Range —
Q1 2025
Shares 144,995 Value ($000) $10,969 Avg Close — Range —
Q4 2024
Shares 144,577 Value ($000) $10,161 Avg Close — Range —
Q3 2024
Shares 144,825 Value ($000) $11,304 Avg Close — Range —
Q2 2024
Shares 144,712 Value ($000) $10,512 Avg Close — Range —
Q1 2024
Shares 150,112 Value ($000) $11,141 Avg Close — Range —
Q4 2023
Shares 147,313 Value ($000) $10,363 Avg Close — Range —
Q3 2023
Shares 147,571 Value ($000) $9,496 Avg Close — Range —
Q2 2023
Shares 142,191 Value ($000) $9,598 Avg Close — Range —
Q1 2023
Shares 142,951 Value ($000) $9,556 Avg Close — Range —
Q4 2022
Shares 146,400 Value ($000) $9,024 Avg Close — Range —
Q3 2022
Shares 152,426 Value ($000) $8,028 Avg Close — Range —
Q2 2022
Shares 153,891 Value ($000) $9,056 Avg Close — Range —
Q1 2022
Shares 168,663 Value ($000) $11,724 Avg Close — Range —
Q4 2021
Shares 167,867 Value ($000) $12,530 Avg Close — Range —
Q3 2021
Shares 162,380 Value ($000) $12,057 Avg Close — Range —
Q2 2021
Shares 153,683 Value ($000) $11,505 Avg Close — Range —
Q1 2021
Shares 144,801 Value ($000) $10,433 Avg Close — Range —
Q4 2020
Shares 131,787 Value ($000) $9,105 Avg Close — Range —
Q3 2020
Shares 114,507 Value ($000) $6,902 Avg Close — Range —
Q2 2020
Shares 116,674 Value ($000) $6,669 Avg Close — Range —
Q1 2020
Shares 120,491 Value ($000) $6,011 Avg Close — Range —
Q4 2019
Shares 122,126 Value ($000) $7,968 Avg Close — Range —