ISHARES TR

Ticker: IBTL CUSIP: 46436E460 Class: IBONDS DEC 2031

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

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

Q4 2025
Shares 20,416 Value ($000) $419 Avg Close — Range —
Q3 2025
Shares 20,416 Value ($000) $420 Avg Close — Range —
Q2 2025
Shares 20,416 Value ($000) $419 Avg Close — Range —
Q1 2025
Shares 20,416 Value ($000) $415 Avg Close — Range —