ISHARES TR

Ticker: SUSB CUSIP: 46435G243 Class: ESG AWRE 1 5 YR

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

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

Q4 2025
Shares 38,203 Value ($000) $964 Avg Close — Range —
Q3 2025
Shares 38,383 Value ($000) $971 Avg Close — Range —
Q2 2025
Shares 41,326 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 42,949 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 41,879 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 60,928 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 63,834 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 69,185 Value ($000) $2 Avg Close — Range —
Q4 2023
Shares 84,176 Value ($000) $2 Avg Close — Range —
Q3 2023
Shares 85,794 Value ($000) $2 Avg Close — Range —
Q2 2023
Shares 86,045 Value ($000) $2 Avg Close — Range —
Q1 2023
Shares 2,093,966 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 87,158 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 86,899 Value ($000) $2,041 Avg Close — Range —
Q2 2022
Shares 76,203 Value ($000) $1,836 Avg Close — Range —
Q1 2022
Shares 72,829 Value ($000) $1,794 Avg Close — Range —
Q4 2021
Shares 67,336 Value ($000) $1,727 Avg Close — Range —
Q2 2021
Shares 24,236 Value ($000) $631 Avg Close — Range —
Q1 2021
Shares 6,495 Value ($000) $169 Avg Close — Range —