ISHARES TR

CUSIP: 46434VBD1 Class: IBONDS DEC25 ETF

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

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

Q3 2025
Shares 25,898 Value ($000) $652 Avg Close — Range —
Q2 2025
Shares 26,098 Value ($000) $657 Avg Close — Range —
Q1 2025
Shares 31,821 Value ($000) $800 Avg Close — Range —
Q4 2024
Shares 37,072 Value ($000) $929 Avg Close — Range —
Q3 2024
Shares 37,997 Value ($000) $954 Avg Close — Range —
Q2 2024
Shares 33,532 Value ($000) $834 Avg Close — Range —
Q1 2024
Shares 30,382 Value ($000) $754 Avg Close — Range —
Q4 2023
Shares 30,382 Value ($000) $752 Avg Close — Range —
Q3 2023
Shares 26,125 Value ($000) $637 Avg Close — Range —
Q2 2023
Shares 20,887 Value ($000) $509 Avg Close — Range —
Q1 2023
Shares 17,217 Value ($000) $422 Avg Close — Range —
Q4 2022
Shares 8,556 Value ($000) $208 Avg Close — Range —