ISHARES TR

CUSIP: 46436E882 Class: EXCHANGE-TRADED FUND

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

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

Q3 2023
Shares 12,794 Value ($000) $318 Avg Close — Range —
Q2 2023
Shares 39,406 Value ($000) $978 Avg Close — Range —
Q1 2023
Shares 40,620 Value ($000) $1,008 Avg Close — Range —
Q4 2022
Shares 22,118 Value ($000) $546 Avg Close — Range —