FIDELITY MERRIMACK STR TR

Ticker: FBND CUSIP: 316188309 Class: ETF

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 2,090,807 Value ($000) $96,261 Avg Close — Range —
Q3 2025
Shares 2,005,230 Value ($000) $92,722 Avg Close — Range —
Q2 2025
Shares 1,948,185 Value ($000) $89,129 Avg Close — Range —
Q1 2025
Shares 1,891,669 Value ($000) $86,355 Avg Close — Range —
Q4 2024
Shares 1,737,448 Value ($000) $77,959 Avg Close — Range —
Q3 2024
Shares 1,590,011 Value ($000) $74,317 Avg Close — Range —
Q2 2024
Shares 1,295,739 Value ($000) $58,218 Avg Close — Range —
Q1 2024
Shares 29,144 Value ($000) $1,321 Avg Close — Range —
Q4 2023
Shares 25,180 Value ($000) $1,159 Avg Close — Range —