ISHARES TR

Ticker: IDEV CUSIP: 46435G326 Class: CORE MSCI INTL

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

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

Q4 2025
Shares 74,205 Value ($000) $6,120 Avg Close — Range —
Q3 2025
Shares 68,179 Value ($000) $5,466 Avg Close — Range —
Q2 2025
Shares 59,615 Value ($000) $4,533 Avg Close — Range —
Q1 2025
Shares 48,865 Value ($000) $3,366 Avg Close — Range —
Q4 2024
Shares 41,294 Value ($000) $2,662 Avg Close — Range —
Q3 2024
Shares 29,728 Value ($000) $2,106 Avg Close — Range —
Q2 2024
Shares 24,198 Value ($000) $1,588 Avg Close — Range —
Q1 2024
Shares 5,098 Value ($000) $342 Avg Close — Range —