ISHARES TR

Ticker: EAGG CUSIP: 46435U549 Class: ESG AWR US AGRGT

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 29,965 Value ($000) $1,434 Avg Close — Range —
Q3 2025
Shares 30,073 Value ($000) $1,444 Avg Close — Range —
Q2 2025
Shares 31,060 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 31,517 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 30,795 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 51,755 Value ($000) $3 Avg Close — Range —
Q2 2024
Shares 55,064 Value ($000) $3 Avg Close — Range —
Q1 2024
Shares 56,577 Value ($000) $3 Avg Close — Range —
Q4 2023
Shares 56,120 Value ($000) $3 Avg Close — Range —
Q3 2023
Shares 50,343 Value ($000) $2 Avg Close — Range —
Q2 2023
Shares 50,485 Value ($000) $2 Avg Close — Range —
Q1 2023
Shares 1,211,977 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 26,853 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 16,483 Value ($000) $765 Avg Close — Range —
Q2 2022
Shares 12,572 Value ($000) $615 Avg Close — Range —
Q1 2022
Shares 11,995 Value ($000) $619 Avg Close — Range —
Q4 2021
Shares 10,888 Value ($000) $601 Avg Close — Range —
Q2 2021
Shares 3,969 Value ($000) $220 Avg Close — Range —
Q1 2021
Shares 1,065 Value ($000) $58 Avg Close — Range —