ISHARES TR

Ticker: IAGG CUSIP: 46435G672 Class: CORE INTL AGGR

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

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

Q4 2025
Shares 67,795 Value ($000) $3,390 Avg Close — Range —
Q3 2025
Shares 68,110 Value ($000) $3,489 Avg Close — Range —
Q2 2025
Shares 70,315 Value ($000) $4 Avg Close — Range —
Q1 2025
Shares 72,287 Value ($000) $4 Avg Close — Range —
Q4 2024
Shares 74,895 Value ($000) $4 Avg Close — Range —
Q3 2024
Shares 72,024 Value ($000) $4 Avg Close — Range —
Q2 2024
Shares 74,275 Value ($000) $4 Avg Close — Range —
Q1 2024
Shares 76,441 Value ($000) $4 Avg Close — Range —
Q4 2023
Shares 77,681 Value ($000) $4 Avg Close — Range —
Q3 2023
Shares 23,052 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 23,781 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 1,260,159 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 79,826 Value ($000) $4 Avg Close — Range —