ISHARES TR

Ticker: IBDS CUSIP: 46435UAA9 Class: IBONDS 27 ETF

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

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

Q4 2025
Shares 24,186 Value ($000) $587 Avg Close — Range —
Q3 2025
Shares 17,467 Value ($000) $425 Avg Close — Range —
Q2 2025
Shares 17,467 Value ($000) $424 Avg Close — Range —
Q1 2025
Shares 17,467 Value ($000) $422 Avg Close — Range —
Q4 2024
Shares 17,678 Value ($000) $424 Avg Close — Range —
Q3 2024
Shares 17,956 Value ($000) $438 Avg Close — Range —
Q2 2024
Shares 17,956 Value ($000) $426 Avg Close — Range —
Q1 2024
Shares 17,111 Value ($000) $407 Avg Close — Range —
Q4 2023
Shares 18,340 Value ($000) $439 Avg Close — Range —
Q3 2023
Shares 15,558 Value ($000) $360 Avg Close — Range —
Q2 2023
Shares 13,429 Value ($000) $315 Avg Close — Range —
Q1 2023
Shares 12,583 Value ($000) $300 Avg Close — Range —
Q4 2022
Shares 9,670 Value ($000) $226 Avg Close — Range —