ISHARES TR

Ticker: IBDT CUSIP: 46435U515 Class: IBDS DEC28 ETF

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

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

Q4 2025
Shares 29,572 Value ($000) $753 Avg Close — Range —
Q3 2025
Shares 26,080 Value ($000) $666 Avg Close — Range —
Q2 2025
Shares 26,026 Value ($000) $662 Avg Close — Range —
Q1 2025
Shares 25,973 Value ($000) $656 Avg Close — Range —
Q4 2024
Shares 25,938 Value ($000) $646 Avg Close — Range —
Q3 2024
Shares 27,091 Value ($000) $692 Avg Close — Range —
Q2 2024
Shares 27,039 Value ($000) $670 Avg Close — Range —
Q1 2024
Shares 26,987 Value ($000) $672 Avg Close — Range —
Q4 2023
Shares 26,953 Value ($000) $676 Avg Close — Range —
Q3 2023
Shares 21,575 Value ($000) $518 Avg Close — Range —
Q2 2023
Shares 16,178 Value ($000) $396 Avg Close — Range —
Q1 2023
Shares 15,324 Value ($000) $382 Avg Close — Range —
Q4 2022
Shares 13,711 Value ($000) $333 Avg Close — Range —