ISHARES TR

Ticker: IBDU CUSIP: 46436E205 Class: IBONDS DEC 29

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

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

Q3 2025
Shares 15,436 Value ($000) $362 Avg Close — Range —
Q4 2024
Shares 14,828 Value ($000) $338 Avg Close — Range —
Q3 2024
Shares 16,164 Value ($000) $380 Avg Close — Range —
Q2 2024
Shares 16,164 Value ($000) $366 Avg Close — Range —
Q1 2024
Shares 14,365 Value ($000) $328 Avg Close — Range —
Q4 2023
Shares 14,365 Value ($000) $331 Avg Close — Range —