ISHARES TR

Ticker: HYDB CUSIP: 46435G250 Class: HIGH YLD SYSTM B

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

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

Q3 2025
Shares 9,603 Value ($000) $459 Avg Close — Range —
Q2 2025
Shares 11,760 Value ($000) $558 Avg Close — Range —
Q1 2025
Shares 23,184 Value ($000) $1,092 Avg Close — Range —
Q4 2024
Shares 28,819 Value ($000) $1,355 Avg Close — Range —
Q3 2024
Shares 27,254 Value ($000) $1,310 Avg Close — Range —
Q2 2024
Shares 10,537 Value ($000) $489 Avg Close — Range —
Q1 2024
Shares 7,096 Value ($000) $332 Avg Close — Range —