ISHARES TR

Ticker: ESGD CUSIP: 46435G516 Class: ESG AW MSCI EAFE

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

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

Q4 2025
Shares 17,780 Value ($000) $1,691 Avg Close — Range —
Q3 2025
Shares 18,066 Value ($000) $1,680 Avg Close — Range —
Q2 2025
Shares 18,557 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 18,947 Value ($000) $2 Avg Close — Range —
Q4 2024
Shares 18,225 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 17,610 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 16,870 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 17,240 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 17,196 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 17,098 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 16,929 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 2,552,978 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 36,140 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 35,850 Value ($000) $2,012 Avg Close — Range —
Q2 2022
Shares 31,902 Value ($000) $2,002 Avg Close — Range —
Q1 2022
Shares 31,092 Value ($000) $2,292 Avg Close — Range —
Q4 2021
Shares 27,226 Value ($000) $2,163 Avg Close — Range —
Q3 2021
Shares 11,777 Value ($000) $923 Avg Close — Range —
Q2 2021
Shares 8,572 Value ($000) $677 Avg Close — Range —
Q1 2021
Shares 2,341 Value ($000) $178 Avg Close — Range —