ISHARES TR

Ticker: USHY CUSIP: 46435U853 Class: BROAD USD HIGH

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

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

Q4 2025
Shares 370,580 Value ($000) $13,858 Avg Close — Range —
Q3 2025
Shares 355,370 Value ($000) $13,426 Avg Close — Range —
Q2 2025
Shares 337,425 Value ($000) $13 Avg Close — Range —
Q1 2025
Shares 31,164 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 9,348 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 51,903 Value ($000) $0 Avg Close — Range —