ISHARES TR

Ticker: IBMO CUSIP: 46435U259 Class: IBONDS DEC 26

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

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

Q4 2025
Shares 8,918 Value ($000) $229 Avg Close — Range —
Q3 2025
Shares 8,918 Value ($000) $229 Avg Close — Range —
Q2 2025
Shares 8,918 Value ($000) $229 Avg Close — Range —
Q1 2025
Shares 8,918 Value ($000) $228 Avg Close — Range —
Q4 2024
Shares 8,918 Value ($000) $227 Avg Close — Range —