ISHARES TR

Ticker: SYSB CUSIP: 46435U796 Class: SYSTEMATIC BD ET

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

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

Q3 2022
Shares 4,971 Value ($000) $407 Avg Close — Range —
Q2 2022
Shares 4,995 Value ($000) $429 Avg Close — Range —
Q1 2022
Shares 62,637 Value ($000) $5,805 Avg Close — Range —
Q4 2021
Shares 60,424 Value ($000) $6,021 Avg Close — Range —
Q3 2021
Shares 59,929 Value ($000) $6,011 Avg Close — Range —
Q2 2021
Shares 55,898 Value ($000) $5,626 Avg Close — Range —
Q1 2021
Shares 52,283 Value ($000) $5,219 Avg Close — Range —
Q4 2020
Shares 49,573 Value ($000) $5,086 Avg Close — Range —
Q3 2020
Shares 43,800 Value ($000) $4,449 Avg Close — Range —
Q2 2020
Shares 40,429 Value ($000) $4,100 Avg Close — Range —
Q1 2020
Shares 39,272 Value ($000) $3,834 Avg Close — Range —
Q4 2019
Shares 39,360 Value ($000) $4,012 Avg Close — Range —