ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

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

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

Q4 2025
Shares 41,466 Value ($000) $6,178 Avg Close — Range —
Q3 2025
Shares 42,145 Value ($000) $6,136 Avg Close — Range —
Q2 2025
Shares 44,405 Value ($000) $6 Avg Close — Range —
Q1 2025
Shares 45,464 Value ($000) $6 Avg Close — Range —
Q4 2024
Shares 44,560 Value ($000) $6 Avg Close — Range —
Q3 2024
Shares 44,757 Value ($000) $6 Avg Close — Range —
Q2 2024
Shares 44,047 Value ($000) $5 Avg Close — Range —
Q1 2024
Shares 45,769 Value ($000) $5 Avg Close — Range —
Q4 2023
Shares 47,728 Value ($000) $5 Avg Close — Range —
Q3 2023
Shares 47,741 Value ($000) $4 Avg Close — Range —
Q2 2023
Shares 48,041 Value ($000) $5 Avg Close — Range —
Q1 2023
Shares 4,949,605 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 53,997 Value ($000) $5 Avg Close — Range —
Q3 2022
Shares 53,141 Value ($000) $4,220 Avg Close — Range —
Q2 2022
Shares 46,191 Value ($000) $3,875 Avg Close — Range —
Q1 2022
Shares 44,510 Value ($000) $4,511 Avg Close — Range —
Q4 2021
Shares 39,141 Value ($000) $4,223 Avg Close — Range —
Q3 2021
Shares 25,357 Value ($000) $2,497 Avg Close — Range —
Q2 2021
Shares 19,008 Value ($000) $1,872 Avg Close — Range —
Q1 2021
Shares 5,034 Value ($000) $457 Avg Close — Range —