ISHARES TR

CUSIP: 46435U184 Class: IBONDS 24 TRM HG

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

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

Q2 2024
Shares 10,509 Value ($000) $244 Avg Close — Range —
Q1 2024
Shares 14,496 Value ($000) $338 Avg Close — Range —
Q4 2023
Shares 18,696 Value ($000) $434 Avg Close — Range —
Q3 2023
Shares 16,496 Value ($000) $383 Avg Close — Range —
Q2 2023
Shares 16,042 Value ($000) $370 Avg Close — Range —
Q1 2023
Shares 12,906 Value ($000) $299 Avg Close — Range —
Q4 2022
Shares 12,255 Value ($000) $278 Avg Close — Range —