ISHARES TR

Ticker: FALN CUSIP: 46435G474 Class: FALN ANGLS USD

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q1 2023
Shares 32,168 Value ($000) $813 Avg Close — Range —
Q4 2022
Shares 47,891 Value ($000) $1,179 Avg Close — Range —