ISHARES TR

Ticker: IBHG CUSIP: 46436E478 Class: ETF

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

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

Q1 2025
Shares 9,968 Value ($000) $223 Avg Close — Range —
Q4 2024
Shares 9,968 Value ($000) $222 Avg Close — Range —
Q3 2024
Shares 9,968 Value ($000) $225 Avg Close — Range —
Q1 2024
Shares 9,093 Value ($000) $202 Avg Close — Range —
Q4 2023
Shares 9,093 Value ($000) $202 Avg Close — Range —