ISHARES TR

Ticker: IBTI CUSIP: 46436E833 Class: ETF

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

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

Q4 2025
Shares 15,443 Value ($000) $345 Avg Close — Range —
Q3 2025
Shares 15,443 Value ($000) $346 Avg Close — Range —
Q2 2025
Shares 14,275 Value ($000) $319 Avg Close — Range —
Q1 2025
Shares 9,771 Value ($000) $217 Avg Close — Range —