ISHARES TR

Ticker: IBDW CUSIP: 46436E486 Class: IBONDS DEC 2031

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

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

Q4 2025
Shares 26,517 Value ($000) $561 Avg Close — Range —
Q3 2025
Shares 26,517 Value ($000) $563 Avg Close — Range —
Q2 2025
Shares 26,517 Value ($000) $558 Avg Close — Range —
Q1 2025
Shares 29,622 Value ($000) $615 Avg Close — Range —
Q4 2024
Shares 29,622 Value ($000) $603 Avg Close — Range —
Q3 2024
Shares 29,622 Value ($000) $629 Avg Close — Range —
Q2 2024
Shares 29,622 Value ($000) $601 Avg Close — Range —
Q1 2024
Shares 29,163 Value ($000) $598 Avg Close — Range —
Q4 2023
Shares 29,163 Value ($000) $606 Avg Close — Range —
Q3 2023
Shares 10,285 Value ($000) $199 Avg Close — Range —