ISHARES TR

Ticker: IBDV CUSIP: 46436E726 Class: IBONDS DEC 2030

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

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

Q4 2025
Shares 9,803 Value ($000) $216 Avg Close — Range —
Q3 2025
Shares 9,803 Value ($000) $217 Avg Close — Range —
Q2 2025
Shares 9,803 Value ($000) $215 Avg Close — Range —
Q1 2025
Shares 9,803 Value ($000) $213 Avg Close — Range —
Q4 2024
Shares 9,803 Value ($000) $209 Avg Close — Range —
Q3 2024
Shares 11,222 Value ($000) $249 Avg Close — Range —
Q2 2024
Shares 11,222 Value ($000) $239 Avg Close — Range —
Q1 2024
Shares 11,222 Value ($000) $240 Avg Close — Range —
Q4 2023
Shares 11,222 Value ($000) $243 Avg Close — Range —