ISHARES TR

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

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

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

Q4 2025
Shares 4,670 Value ($000) $200 Avg Close — Range —
Q2 2025
Shares 5,134 Value ($000) $221 Avg Close — Range —