ISHARES TR

Ticker: IBDR CUSIP: 46435GAA0 Class: IBONDS DEC2026

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

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

Q4 2025
Shares 27,599 Value ($000) $669 Avg Close — Range —
Q3 2025
Shares 31,999 Value ($000) $778 Avg Close — Range —
Q2 2025
Shares 31,999 Value ($000) $776 Avg Close — Range —
Q1 2025
Shares 36,571 Value ($000) $885 Avg Close — Range —
Q4 2024
Shares 38,069 Value ($000) $916 Avg Close — Range —
Q3 2024
Shares 31,877 Value ($000) $775 Avg Close — Range —
Q2 2024
Shares 30,990 Value ($000) $738 Avg Close — Range —
Q1 2024
Shares 32,642 Value ($000) $779 Avg Close — Range —
Q4 2023
Shares 32,642 Value ($000) $780 Avg Close — Range —
Q3 2023
Shares 22,894 Value ($000) $534 Avg Close — Range —
Q2 2023
Shares 17,754 Value ($000) $417 Avg Close — Range —
Q1 2023
Shares 13,746 Value ($000) $326 Avg Close — Range —