ISHARES TR

Ticker: SHYG CUSIP: 46434V407 Class: 0-5YR HI YL CP

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q1 2023
Shares 10,112 Value ($000) $421 Avg Close — Range —
Q4 2022
Shares 11,571 Value ($000) $473 Avg Close — Range —
Q3 2022
Shares 55,328 Value ($000) $2,210 Avg Close — Range —
Q2 2022
Shares 55,693 Value ($000) $2,258 Avg Close — Range —
Q1 2022
Shares 56,451 Value ($000) $2,482 Avg Close — Range —
Q4 2021
Shares 57,701 Value ($000) $2,614 Avg Close — Range —
Q3 2021
Shares 60,903 Value ($000) $2,783 Avg Close — Range —
Q2 2021
Shares 64,533 Value ($000) $2,972 Avg Close — Range —
Q1 2021
Shares 45,915 Value ($000) $2,103 Avg Close — Range —
Q4 2020
Shares 21,295 Value ($000) $968 Avg Close — Range —
Q3 2020
Shares 19,664 Value ($000) $864 Avg Close — Range —
Q4 2019
Shares 33,548 Value ($000) $1,558 Avg Close — Range —
Q3 2019
Shares 31,721 Value ($000) $1,475 Avg Close — Range —
Q2 2019
Shares 31,853 Value ($000) $1,488 Avg Close — Range —
Q1 2019
Shares 40,389 Value ($000) $1,887 Avg Close — Range —
Q4 2018
Shares 40,293 Value ($000) $1,795 Avg Close — Range —