ISHARES BITCOIN TRUST ETF

Ticker: IBIT CUSIP: 46438F101 Class: Exchange Traded Fund

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q4 2025
Shares 7,028 Value ($000) $349 Avg Close — Range —
Q3 2025
Shares 4,971 Value ($000) $323 Avg Close — Range —