ISHARES TR

Ticker: IBTJ CUSIP: 46436E825 Class: IBONDS 29 TRM TS

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

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

Q4 2025
Shares 33,813 Value ($000) $766 Avg Close — Range —
Q2 2025
Shares 12,080 Value ($000) $282 Avg Close — Range —