ISHARES TR

Ticker: SUSC CUSIP: 46435G193 Class: ESG AWRE USD ETF

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 94,624 Value ($000) $2,213 Avg Close — Range —
Q3 2025
Shares 94,129 Value ($000) $2,218 Avg Close — Range —
Q2 2025
Shares 82,296 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 83,210 Value ($000) $2 Avg Close — Range —
Q4 2024
Shares 80,294 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 98,502 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 95,901 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 90,335 Value ($000) $2 Avg Close — Range —
Q4 2023
Shares 72,229 Value ($000) $2 Avg Close — Range —
Q3 2023
Shares 58,842 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 58,601 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 381,612 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 19,015 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 11,996 Value ($000) $261 Avg Close — Range —
Q2 2022
Shares 8,888 Value ($000) $206 Avg Close — Range —
Q1 2022
Shares 9,274 Value ($000) $233 Avg Close — Range —