ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

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

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

Q4 2025
Shares 4,300 Value ($000) $607 Avg Close — Range —
Q3 2025
Shares 3,734 Value ($000) $531 Avg Close — Range —
Q2 2025
Shares 3,495 Value ($000) $464 Avg Close — Range —
Q1 2025
Shares 3,466 Value ($000) $465 Avg Close — Range —
Q4 2024
Shares 3,446 Value ($000) $452 Avg Close — Range —
Q3 2024
Shares 3,042 Value ($000) $411 Avg Close — Range —
Q2 2024
Shares 3,244 Value ($000) $392 Avg Close — Range —