ISHARES TR

Ticker: LRGF CUSIP: 46434V282 Class: U S EQUITY FACTR

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

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

Q4 2025
Shares 31,145 Value ($000) $2,162 Avg Close — Range —
Q2 2025
Shares 32,885 Value ($000) $2,109 Avg Close — Range —