ISHARES TR

Ticker: IUSB CUSIP: 46434V613 Class: CORE TOTAL USD

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

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

Q4 2025
Shares 311,914 Value ($000) $14,516 Avg Close — Range —
Q3 2025
Shares 277,147 Value ($000) $12,946 Avg Close — Range —
Q2 2025
Shares 249,754 Value ($000) $11,546 Avg Close — Range —
Q1 2025
Shares 221,437 Value ($000) $10,204 Avg Close — Range —
Q4 2024
Shares 183,740 Value ($000) $8,305 Avg Close — Range —
Q3 2024
Shares 145,786 Value ($000) $6,869 Avg Close — Range —
Q2 2024
Shares 119,762 Value ($000) $5,416 Avg Close — Range —
Q1 2024
Shares 74,639 Value ($000) $3,403 Avg Close — Range —
Q4 2023
Shares 56,899 Value ($000) $2,621 Avg Close — Range —
Q3 2023
Shares 34,178 Value ($000) $1,494 Avg Close — Range —
Q2 2023
Shares 26,851 Value ($000) $1,221 Avg Close — Range —
Q1 2023
Shares 35,776 Value ($000) $1,651 Avg Close — Range —
Q4 2022
Shares 69,335 Value ($000) $3,115 Avg Close — Range —
Q3 2022
Shares 74,979 Value ($000) $3,337 Avg Close — Range —
Q2 2022
Shares 80,666 Value ($000) $3,777 Avg Close — Range —
Q1 2022
Shares 18,621 Value ($000) $924 Avg Close — Range —
Q4 2021
Shares 16,738 Value ($000) $886 Avg Close — Range —
Q3 2021
Shares 16,068 Value ($000) $855 Avg Close — Range —
Q2 2021
Shares 14,262 Value ($000) $763 Avg Close — Range —
Q1 2021
Shares 13,990 Value ($000) $738 Avg Close — Range —
Q4 2020
Shares 10,330 Value ($000) $564 Avg Close — Range —
Q3 2020
Shares 7,265 Value ($000) $395 Avg Close — Range —