ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

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

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

Q4 2025
Shares 2,004 Value ($000) $201 Avg Close — Range —
Q3 2025
Shares 2,004 Value ($000) $202 Avg Close — Range —
Q2 2025
Shares 2,004 Value ($000) $202 Avg Close — Range —
Q1 2025
Shares 2,193 Value ($000) $221 Avg Close — Range —
Q4 2024
Shares 2,442 Value ($000) $245 Avg Close — Range —
Q3 2024
Shares 2,004 Value ($000) $202 Avg Close — Range —
Q4 2023
Shares 2,810 Value ($000) $282 Avg Close — Range —