PROSHARES TR

Ticker: REGL CUSIP: 74347B680 Class: S&P MDCP 400 DIV

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

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

Q4 2025
Shares 34,472 Value ($000) $2,903 Avg Close — Range —
Q3 2025
Shares 36,934 Value ($000) $3,152 Avg Close — Range —
Q2 2025
Shares 39,395 Value ($000) $3,212 Avg Close — Range —
Q1 2025
Shares 51,736 Value ($000) $4,173 Avg Close — Range —
Q4 2024
Shares 55,887 Value ($000) $4,508 Avg Close — Range —
Q3 2024
Shares 62,053 Value ($000) $5,075 Avg Close — Range —
Q2 2024
Shares 67,889 Value ($000) $4,997 Avg Close — Range —
Q1 2024
Shares 85,327 Value ($000) $6,703 Avg Close — Range —
Q4 2023
Shares 95,346 Value ($000) $7,015 Avg Close — Range —
Q3 2023
Shares 105,557 Value ($000) $7,045 Avg Close — Range —
Q2 2023
Shares 102,427 Value ($000) $7,198 Avg Close — Range —
Q1 2023
Shares 103,045 Value ($000) $7,290 Avg Close — Range —
Q4 2022
Shares 107,946 Value ($000) $7,724 Avg Close — Range —
Q3 2022
Shares 106,318 Value ($000) $6,850 Avg Close — Range —
Q2 2022
Shares 109,194 Value ($000) $7,366 Avg Close — Range —
Q1 2022
Shares 120,555 Value ($000) $8,713 Avg Close — Range —
Q4 2021
Shares 124,185 Value ($000) $9,156 Avg Close — Range —
Q3 2021
Shares 120,394 Value ($000) $8,157 Avg Close — Range —
Q2 2021
Shares 113,832 Value ($000) $8,122 Avg Close — Range —
Q1 2021
Shares 111,360 Value ($000) $7,760 Avg Close — Range —
Q4 2020
Shares 103,989 Value ($000) $6,539 Avg Close — Range —
Q3 2020
Shares 93,897 Value ($000) $4,983 Avg Close — Range —
Q2 2020
Shares 99,381 Value ($000) $5,229 Avg Close — Range —
Q1 2020
Shares 108,435 Value ($000) $4,883 Avg Close — Range —
Q4 2019
Shares 107,476 Value ($000) $6,472 Avg Close — Range —