ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

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

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

Q2 2024
Shares 6,265 Value ($000) $275 Avg Close — Range —
Q1 2024
Shares 6,265 Value ($000) $263 Avg Close — Range —
Q4 2023
Shares 6,265 Value ($000) $245 Avg Close — Range —