SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 378 Value ($000) $258 Avg Close — Range —
Q3 2025
Shares 414 Value ($000) $276 Avg Close — Range —
Q2 2025
Shares 424 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 127,442 Value ($000) $0 Avg Close — Range —
Q1 2022
Shares 895 Value ($000) $404 Avg Close — Range —
Q2 2021
Shares 269 Value ($000) $115 Avg Close — Range —
Q1 2021
Shares 289 Value ($000) $114 Avg Close — Range —