ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

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

Q4 2025
Shares 3,174 Value ($000) $319 Avg Close — Range —
Q3 2025
Shares 3,477 Value ($000) $349 Avg Close — Range —
Q2 2025
Shares 3,477 Value ($000) $350 Avg Close — Range —
Q1 2025
Shares 4,277 Value ($000) $431 Avg Close — Range —
Q4 2024
Shares 4,277 Value ($000) $429 Avg Close — Range —
Q3 2024
Shares 4,277 Value ($000) $431 Avg Close — Range —
Q2 2024
Shares 4,277 Value ($000) $431 Avg Close — Range —
Q1 2024
Shares 4,277 Value ($000) $431 Avg Close — Range —
Q4 2023
Shares 4,697 Value ($000) $471 Avg Close — Range —
Q3 2023
Shares 4,697 Value ($000) $471 Avg Close — Range —