ISHARES TR

CUSIP: 46436E866 Class: IBONDS 25 TRM TS

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

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

Q3 2025
Shares 36,869 Value ($000) $861 Avg Close — Range —
Q2 2025
Shares 42,401 Value ($000) $990 Avg Close — Range —
Q1 2025
Shares 45,690 Value ($000) $1,068 Avg Close — Range —
Q4 2024
Shares 76,665 Value ($000) $1,788 Avg Close — Range —
Q3 2024
Shares 78,559 Value ($000) $1,840 Avg Close — Range —
Q2 2024
Shares 74,637 Value ($000) $1,733 Avg Close — Range —
Q1 2024
Shares 64,190 Value ($000) $1,491 Avg Close — Range —
Q4 2023
Shares 64,184 Value ($000) $1,494 Avg Close — Range —
Q3 2023
Shares 56,648 Value ($000) $1,307 Avg Close — Range —
Q2 2023
Shares 46,346 Value ($000) $1,072 Avg Close — Range —
Q1 2023
Shares 38,855 Value ($000) $914 Avg Close — Range —
Q4 2022
Shares 29,043 Value ($000) $676 Avg Close — Range —