ISHARES INC

Ticker: IEMG CUSIP: 46434G103 Class: CORE MSCI EMKT

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

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

Q4 2025
Shares 9,266 Value ($000) $623 Avg Close Range
Q3 2025
Shares 9,313 Value ($000) $614 Avg Close Range
Q2 2025
Shares 9,523 Value ($000) $1 Avg Close Range
Q1 2025
Shares 6,630 Value ($000) $0 Avg Close Range
Q4 2024
Shares 5,077 Value ($000) $0 Avg Close Range
Q3 2024
Shares 4,982 Value ($000) $0 Avg Close Range
Q2 2024
Shares 4,982 Value ($000) $0 Avg Close Range
Q1 2024
Shares 5,427 Value ($000) $0 Avg Close Range
Q4 2023
Shares 5,254 Value ($000) $0 Avg Close Range
Q3 2023
Shares 5,517 Value ($000) $0 Avg Close Range
Q2 2023
Shares 5,517 Value ($000) $0 Avg Close Range
Q1 2023
Shares 583,783 Value ($000) $0 Avg Close Range
Q4 2022
Shares 25,013 Value ($000) $1 Avg Close Range
Q4 2021
Shares 4,073 Value ($000) $244 Avg Close Range
Q2 2021
Shares 1,673 Value ($000) $112 Avg Close Range
Q1 2021
Shares 548 Value ($000) $35 Avg Close Range