ISHARES TR

CUSIP: 46435U168 Class: IBONDS 25 TRM HG

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

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

Q3 2025
Shares 9,947 Value ($000) $231 Avg Close — Range —
Q2 2025
Shares 11,676 Value ($000) $272 Avg Close — Range —
Q1 2025
Shares 15,644 Value ($000) $364 Avg Close — Range —
Q4 2024
Shares 23,435 Value ($000) $544 Avg Close — Range —
Q3 2024
Shares 23,858 Value ($000) $556 Avg Close — Range —
Q2 2024
Shares 23,804 Value ($000) $554 Avg Close — Range —
Q1 2024
Shares 25,248 Value ($000) $590 Avg Close — Range —
Q4 2023
Shares 25,213 Value ($000) $582 Avg Close — Range —
Q3 2023
Shares 21,193 Value ($000) $486 Avg Close — Range —
Q2 2023
Shares 20,683 Value ($000) $476 Avg Close — Range —
Q1 2023
Shares 17,557 Value ($000) $402 Avg Close — Range —
Q4 2022
Shares 14,034 Value ($000) $316 Avg Close — Range —