ISHARES TR

Ticker: IBTE CUSIP: 46436E874 Class: IBONDS 24 TRM TS

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

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

Q3 2024
Shares 49,672 Value ($000) $1,192 Avg Close — Range —
Q2 2024
Shares 52,099 Value ($000) $1,249 Avg Close — Range —
Q1 2024
Shares 96,342 Value ($000) $2,306 Avg Close — Range —
Q4 2023
Shares 97,001 Value ($000) $2,314 Avg Close — Range —
Q3 2023
Shares 87,153 Value ($000) $2,078 Avg Close — Range —
Q2 2023
Shares 64,299 Value ($000) $1,530 Avg Close — Range —
Q1 2023
Shares 55,832 Value ($000) $1,341 Avg Close — Range —
Q4 2022
Shares 23,268 Value ($000) $555 Avg Close — Range —