ISHARES TR

Ticker: ILCG CUSIP: 464287119 Class: MORNINGSTAR GRWT

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 9,183 Value ($000) $955 Avg Close — Range —
Q3 2025
Shares 9,166 Value ($000) $956 Avg Close — Range —