ISHARES TR

Ticker: ESML CUSIP: 46435U663 Class: ESG AWARE MSCI

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

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

Q4 2025
Shares 30,524 Value ($000) $1,403 Avg Close — Range —
Q3 2025
Shares 31,105 Value ($000) $1,402 Avg Close — Range —
Q2 2025
Shares 31,787 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 32,236 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 31,256 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 30,628 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 29,348 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 30,364 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 31,136 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 31,045 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 30,962 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 1,219,221 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 35,043 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 34,579 Value ($000) $1,061 Avg Close — Range —
Q2 2022
Shares 29,960 Value ($000) $944 Avg Close — Range —
Q1 2022
Shares 28,792 Value ($000) $1,095 Avg Close — Range —
Q4 2021
Shares 24,957 Value ($000) $1,006 Avg Close — Range —
Q3 2021
Shares 15,580 Value ($000) $608 Avg Close — Range —
Q2 2021
Shares 11,369 Value ($000) $459 Avg Close — Range —
Q1 2021
Shares 2,900 Value ($000) $112 Avg Close — Range —