ISHARES TR

CUSIP: 46434VBG4 Class: IBONDS DEC24 ETF

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

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

Q3 2024
Shares 29,024 Value ($000) $732 Avg Close — Range —
Q2 2024
Shares 29,225 Value ($000) $734 Avg Close — Range —
Q1 2024
Shares 35,185 Value ($000) $881 Avg Close — Range —
Q4 2023
Shares 35,486 Value ($000) $884 Avg Close — Range —
Q3 2023
Shares 30,439 Value ($000) $753 Avg Close — Range —
Q2 2023
Shares 28,210 Value ($000) $695 Avg Close — Range —
Q1 2023
Shares 13,941 Value ($000) $343 Avg Close — Range —